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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 | $175,324 | $112,131+56.4% | $95,964+82.7% | $158,982+10.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.30% | 171.19%-155.9pp | 91.64%-76.3pp | 302.99%-287.7pp |
| Employer contribution / active EE | $7,008 | $3,199+119.1% | $2,541+175.8% | $4,763+47.1% |
| Participant deferral / active EE | $8,020 | $4,784+67.6% | $4,167+92.5% | $5,983+34.0% |
| Admin fee / account holder | $1,795 | $10,136-82.3% | $6,797-73.6% | $11,252-84.0% |