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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 | $171,825 | $112,131+53.2% | $95,964+79.1% | $158,982+8.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.61% | 171.19%-156.6pp | 91.64%-77.0pp | 302.99%-288.4pp |
| Employer contribution / active EE | $25,232 | $3,199+688.7% | $2,541+892.9% | $4,763+429.8% |
| Participant deferral / active EE | $15,715 | $4,784+228.5% | $4,167+277.2% | $5,983+162.6% |
| Admin fee / account holder | $15,165 | $10,136+49.6% | $6,797+123.1% | $11,252+34.8% |