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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 | $140,080 | $118,875+17.8% | $96,572+45.1% | $167,553-16.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.17% | 50.50%-37.3pp | 37.79%-24.6pp | 478.89%-465.7pp |
| Employer contribution / active EE | $5,602 | $3,121+79.5% | $2,357+137.6% | $4,840+15.8% |
| Participant deferral / active EE | $10,172 | $4,617+120.3% | $3,850+164.2% | $6,343+60.4% |
| Admin fee / account holder | $31,908 | $8,070+295.4% | $6,183+416.1% | $12,316+159.1% |