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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 | $163,045 | $112,121+45.4% | $95,960+69.9% | $158,966+2.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.35% | 171.16%-155.8pp | 91.63%-76.3pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,766 | $3,199-44.8% | $2,541-30.5% | $4,762-62.9% |
| Participant deferral / active EE | $13,000 | $4,784+171.7% | $4,167+212.0% | $5,983+117.3% |
| Admin fee / account holder | $592 | $10,135-94.2% | $6,797-91.3% | $11,250-94.7% |