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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 | $147,182 | $72,071+104.2% | $68,368+115.3% | $137,256+7.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.84% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $6,834 | $2,788+145.1% | $2,649+158.0% | $4,156+64.4% |
| Participant deferral / active EE | $16,718 | $4,410+279.1% | $4,123+305.5% | $6,407+160.9% |
| Admin fee / account holder | $2,454 | $5,336-54.0% | $5,150-52.4% | $12,270-80.0% |