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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 | $177,616 | $112,121+58.4% | $95,960+85.1% | $158,966+11.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 25.25% | 171.16%-145.9pp | 91.63%-66.4pp | 302.95%-277.7pp |
| Employer contribution / active EE | $2,447 | $3,199-23.5% | $2,541-3.7% | $4,762-48.6% |
| Participant deferral / active EE | $2,395 | $4,784-49.9% | $4,167-42.5% | $5,983-60.0% |
| Admin fee / account holder | $5,473 | $10,135-46.0% | $6,797-19.5% | $11,250-51.4% |