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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 | $163,613 | $112,131+45.9% | $95,964+70.5% | $158,982+2.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.19% | 171.19%-155.0pp | 91.64%-75.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,255 | $3,199-29.5% | $2,541-11.3% | $4,763-52.6% |
| Participant deferral / active EE | $5,660 | $4,784+18.3% | $4,167+35.8% | $5,983-5.4% |
| Admin fee / account holder | $12,592 | $10,136+24.2% | $6,797+85.3% | $11,252+11.9% |