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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 | $161,532 | $108,882+48.4% | $96,754+67.0% | $154,746+4.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 11.32% | 98.39%-87.1pp | 82.04%-70.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $10,807 | $3,018+258.1% | $2,679+303.4% | $4,379+146.8% |
| Participant deferral / active EE | $10,886 | $5,323+104.5% | $4,758+128.8% | $6,730+61.7% |
| Admin fee / account holder | $82,156 | $10,200+705.4% | $8,905+822.6% | $14,365+471.9% |