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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 | $165,264 | $107,353+53.9% | $92,903+77.9% | $152,885+8.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.23% | 145.62%-127.4pp | 109.43%-91.2pp | 345.39%-327.2pp |
| Employer contribution / active EE | $1,325 | $4,222-68.6% | $3,653-63.7% | $4,763-72.2% |
| Participant deferral / active EE | $3,894 | $4,848-19.7% | $4,238-8.1% | $5,851-33.4% |
| Admin fee / account holder | $1,712 | $7,081-75.8% | $5,795-70.5% | $11,598-85.2% |