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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 | $168,402 | $118,708+41.9% | $98,920+70.2% | $158,966+5.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.84% | 372.49%-364.7pp | 196.47%-188.6pp | 302.95%-295.1pp |
| Employer contribution / active EE | $5,499 | $3,334+64.9% | $2,689+104.5% | $4,762+15.5% |
| Participant deferral / active EE | $12,066 | $5,089+137.1% | $4,245+184.2% | $5,983+101.7% |
| Admin fee / account holder | $46,594 | $10,134+359.8% | $6,643+601.4% | $11,250+314.2% |