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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 | $169,795 | $105,856+60.4% | $90,161+88.3% | $147,585+15.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.06% | 37.63%-23.6pp | 34.89%-20.8pp | 578.58%-564.5pp |
| Employer contribution / active EE | $11,659 | $4,126+182.5% | $3,318+251.4% | $4,876+139.1% |
| Participant deferral / active EE | $10,185 | $5,733+77.7% | $5,287+92.6% | $5,439+87.3% |
| Admin fee / account holder | $480 | $8,046-94.0% | $5,943-91.9% | $10,886-95.6% |