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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 | $158,052 | $112,131+41.0% | $95,964+64.7% | $158,982-0.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.68% | 171.19%-155.5pp | 91.64%-76.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $6,798 | $3,199+112.5% | $2,541+167.5% | $4,763+42.7% |
| Participant deferral / active EE | $7,833 | $4,784+63.7% | $4,167+88.0% | $5,983+30.9% |
| Admin fee / account holder | $9,072 | $10,136-10.5% | $6,797+33.5% | $11,252-19.4% |