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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 | $162,018 | $109,344+48.2% | $89,400+81.2% | $158,950+1.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.47% | 345.73%-325.3pp | 245.64%-225.2pp | 302.91%-282.4pp |
| Employer contribution / active EE | $6,253 | $3,170+97.2% | $2,586+141.8% | $4,762+31.3% |
| Participant deferral / active EE | $7,535 | $4,599+63.8% | $3,890+93.7% | $5,983+25.9% |
| Admin fee / account holder | $1,618 | $6,154-73.7% | $4,882-66.9% | $11,248-85.6% |