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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 | $172,058 | $102,393+68.0% | $147,041+17.0% | $80,911+112.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.71% | 134.95%-119.2pp | 419.21%-403.5pp | 35.63%-19.9pp |
| Employer contribution / active EE | $6,989 | $3,715+88.1% | $4,935+41.6% | $2,756+153.6% |
| Participant deferral / active EE | $4,932 | $6,647-25.8% | $8,071-38.9% | $4,297+14.8% |
| Admin fee / account holder | $2,011 | $7,943-74.7% | $13,006-84.5% | $6,935-71.0% |