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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 | $185,218 | $124,346+49.0% | $111,306+66.4% | $167,553+10.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.97% | 37.46%-25.5pp | 54.67%-42.7pp | 478.89%-466.9pp |
| Employer contribution / active EE | $6,269 | $3,438+82.4% | $2,732+129.5% | $4,840+29.5% |
| Participant deferral / active EE | $6,686 | $5,182+29.0% | $4,488+49.0% | $6,343+5.4% |
| Admin fee / account holder | $3,002 | $10,623-71.7% | $7,966-62.3% | $12,316-75.6% |