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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 | $157,252 | $104,953+49.8% | $84,637+85.8% | $152,909+2.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.41% | 373.94%-351.5pp | 258.82%-236.4pp | 345.46%-323.1pp |
| Employer contribution / active EE | $1,830 | $3,304-44.6% | $2,653-31.0% | $4,764-61.6% |
| Participant deferral / active EE | $10,838 | $4,691+131.1% | $3,900+177.9% | $5,851+85.2% |
| Admin fee / account holder | $838 | $6,244-86.6% | $4,914-83.0% | $11,601-92.8% |