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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 | $170,647 | $72,071+136.8% | $68,368+149.6% | $137,256+24.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.79% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $9,652 | $2,788+246.2% | $2,649+264.4% | $4,156+132.2% |
| Participant deferral / active EE | $8,753 | $4,410+98.5% | $4,123+112.3% | $6,407+36.6% |
| Admin fee / account holder | $5,964 | $5,336+11.8% | $5,150+15.8% | $12,270-51.4% |