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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 | $173,787 | $112,121+55.0% | $95,960+81.1% | $158,966+9.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.89% | 171.16%-150.3pp | 91.63%-70.7pp | 302.95%-282.1pp |
| Employer contribution / active EE | $8,672 | $3,199+171.1% | $2,541+241.2% | $4,762+82.1% |
| Participant deferral / active EE | $10,843 | $4,784+126.6% | $4,167+160.2% | $5,983+81.2% |
| Admin fee / account holder | $551 | $10,135-94.6% | $6,797-91.9% | $11,250-95.1% |