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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 | $158,325 | $99,994+58.3% | $146,643+8.0% | $85,847+84.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.48% | 18.93%-4.5pp | 22.75%-8.3pp | 318.61%-304.1pp |
| Employer contribution / active EE | $7,329 | $2,559+186.4% | $4,137+77.2% | $2,565+185.7% |
| Participant deferral / active EE | $6,204 | $4,006+54.9% | $5,506+12.7% | $3,952+57.0% |
| Admin fee / account holder | $6,788 | $7,703-11.9% | $10,280-34.0% | $6,261+8.4% |