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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 | $181,104 | $69,248+161.5% | $64,101+182.5% | $139,466+29.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.45% | 45.95%-27.5pp | 33.72%-15.3pp | 373.66%-355.2pp |
| Employer contribution / active EE | $7,273 | $3,185+128.4% | $2,749+164.6% | $4,754+53.0% |
| Participant deferral / active EE | $4,226 | $4,682-9.7% | $3,881+8.9% | $6,712-37.0% |
| Admin fee / account holder | $3,588 | $4,247-15.5% | $3,070+16.9% | $11,409-68.6% |