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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 | $155,638 | $108,897+42.9% | $100,378+55.1% | $145,877+6.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.50% | 58.17%-37.7pp | 49.41%-28.9pp | 551.28%-530.8pp |
| Employer contribution / active EE | $1,567 | $4,420-64.6% | $3,942-60.3% | $4,663-66.4% |
| Participant deferral / active EE | $16,225 | $8,455+91.9% | $8,087+100.6% | $6,691+142.5% |
| Admin fee / account holder | $1,143 | $9,690-88.2% | $7,899-85.5% | $13,402-91.5% |