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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,604 | $109,967+51.5% | $97,197+71.4% | $145,877+14.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.53% | 244.27%-226.7pp | 75.47%-57.9pp | 551.28%-533.8pp |
| Employer contribution / active EE | $4,266 | $3,077+38.7% | $2,723+56.7% | $4,663-8.5% |
| Participant deferral / active EE | $7,914 | $4,676+69.2% | $4,263+85.6% | $6,691+18.3% |
| Admin fee / account holder | $11,626 | $6,199+87.5% | $5,637+106.2% | $13,402-13.3% |