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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 | $160,521 | $93,346+72.0% | $71,796+123.6% | $273,972-41.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.13% | 130.39%-123.3pp | 78.04%-70.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $4,217 | $2,733+54.3% | $1,924+119.1% | $4,869-13.4% |
| Participant deferral / active EE | $8,250 | $3,475+137.4% | $2,794+195.2% | $5,287+56.0% |
| Admin fee / account holder | $53,971 | $6,571+721.4% | $4,815+1020.9% | $10,133+432.7% |