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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 | $169,117 | $106,923+58.2% | $84,023+101.3% | $152,909+10.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.12% | 105.02%-87.9pp | 71.32%-54.2pp | 345.46%-328.3pp |
| Employer contribution / active EE | $19,706 | $2,735+620.4% | $1,984+893.3% | $4,764+313.6% |
| Participant deferral / active EE | $11,281 | $4,013+181.1% | $3,239+248.2% | $5,851+92.8% |
| Admin fee / account holder | $15,640 | $8,289+88.7% | $6,102+156.3% | $11,601+34.8% |