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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 | $167,084 | $118,875+40.6% | $96,572+73.0% | $167,553-0.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.22% | 50.50%-41.3pp | 37.79%-28.6pp | 478.89%-469.7pp |
| Employer contribution / active EE | $4,324 | $3,121+38.5% | $2,357+83.4% | $4,840-10.7% |
| Participant deferral / active EE | $6,142 | $4,617+33.0% | $3,850+59.6% | $6,343-3.2% |
| Admin fee / account holder | $3,462 | $8,070-57.1% | $6,183-44.0% | $12,316-71.9% |