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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 | $110,039+51.4% | $97,260+71.3% | $145,884+14.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.53% | 244.44%-226.9pp | 75.54%-58.0pp | 551.85%-534.3pp |
| Employer contribution / active EE | $4,266 | $3,074+38.8% | $2,721+56.8% | $4,662-8.5% |
| Participant deferral / active EE | $7,914 | $4,674+69.3% | $4,262+85.7% | $6,690+18.3% |
| Admin fee / account holder | $11,626 | $6,204+87.4% | $5,640+106.1% | $13,392-13.2% |