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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 | $182,365 | $129,737+40.6% | $119,126+53.1% | $154,746+17.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.51% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.8pp |
| Employer contribution / active EE | $10,979 | $4,375+151.0% | $4,034+172.2% | $4,379+150.7% |
| Participant deferral / active EE | $8,225 | $5,842+40.8% | $5,318+54.7% | $6,730+22.2% |
| Admin fee / account holder | $41,055 | $11,961+243.2% | $10,693+283.9% | $14,365+185.8% |