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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 | $160,116 | $58,275+174.8% | $81,844+95.6% | $80,935+97.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.99% | 41.82%-25.8pp | 778.87%-762.9pp | 35.66%-19.7pp |
| Employer contribution / active EE | $8,701 | $2,346+270.9% | $2,916+198.3% | $2,757+215.6% |
| Participant deferral / active EE | $15,980 | $3,285+386.4% | $4,323+269.6% | $4,299+271.7% |
| Admin fee / account holder | $2,808 | $4,749-40.9% | $7,355-61.8% | $6,924-59.4% |