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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 | $171,108 | $112,131+52.6% | $95,964+78.3% | $158,982+7.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.05% | 171.19%-158.1pp | 91.64%-78.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $5,193 | $3,199+62.3% | $2,541+104.3% | $4,763+9.0% |
| Participant deferral / active EE | $6,285 | $4,784+31.4% | $4,167+50.8% | $5,983+5.0% |
| Admin fee / account holder | $1,293 | $10,136-87.2% | $6,797-81.0% | $11,252-88.5% |