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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 | $143,199 | $112,121+27.7% | $95,960+49.2% | $158,966-9.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.93% | 171.16%-164.2pp | 91.63%-84.7pp | 302.95%-296.0pp |
| Employer contribution / active EE | $1,011 | $3,199-68.4% | $2,541-60.2% | $4,762-78.8% |
| Participant deferral / active EE | $3,400 | $4,784-28.9% | $4,167-18.4% | $5,983-43.2% |
| Admin fee / account holder | $33,878 | $10,135+234.3% | $6,797+398.4% | $11,250+201.1% |