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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 | $155,533 | $110,093+41.3% | $97,295+59.9% | $145,897+6.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.55% | 244.76%-236.2pp | 75.62%-67.1pp | 552.29%-543.7pp |
| Employer contribution / active EE | $5,459 | $3,077+77.4% | $2,723+100.5% | $4,663+17.1% |
| Participant deferral / active EE | $6,543 | $4,678+39.9% | $4,264+53.5% | $6,689-2.2% |
| Admin fee / account holder | $464 | $6,212-92.5% | $5,646-91.8% | $13,390-96.5% |