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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 | $173,163 | $103,008+68.1% | $90,304+91.8% | $152,897+13.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.87% | 95.22%-77.4pp | 78.13%-60.3pp | 345.43%-327.6pp |
| Employer contribution / active EE | $8,419 | $3,139+168.2% | $2,855+194.9% | $4,764+76.7% |
| Participant deferral / active EE | $5,502 | $4,281+28.5% | $3,885+41.6% | $5,851-6.0% |
| Admin fee / account holder | $11,307 | $6,175+83.1% | $5,354+111.2% | $11,599-2.5% |