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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 | $185,932 | $112,131+65.8% | $95,964+93.8% | $158,982+17.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.09% | 171.19%-155.1pp | 91.64%-75.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $2,467 | $3,199-22.9% | $2,541-2.9% | $4,763-48.2% |
| Participant deferral / active EE | $7,389 | $4,784+54.5% | $4,167+77.3% | $5,983+23.5% |
| Admin fee / account holder | $1,347 | $10,136-86.7% | $6,797-80.2% | $11,252-88.0% |