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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 | $162,499 | $105,198+54.5% | $159,455+1.9% | $85,856+89.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.19% | 45.08%-31.9pp | 263.63%-250.4pp | 318.58%-305.4pp |
| Employer contribution / active EE | $1,847 | $3,319-44.3% | $4,830-61.8% | $2,565-28.0% |
| Participant deferral / active EE | $5,568 | $5,946-6.3% | $7,353-24.3% | $3,952+40.9% |
| Admin fee / account holder | $11,056 | $6,934+59.4% | $10,800+2.4% | $6,261+76.6% |