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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 | $165,064 | $103,000+60.3% | $90,300+82.8% | $152,885+8.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.86% | 95.19%-72.3pp | 78.11%-55.3pp | 345.39%-322.5pp |
| Employer contribution / active EE | $12,496 | $3,138+298.1% | $2,854+337.8% | $4,763+162.3% |
| Participant deferral / active EE | $9,263 | $4,281+116.4% | $3,884+138.5% | $5,851+58.3% |
| Admin fee / account holder | $2,125 | $6,173-65.6% | $5,353-60.3% | $11,598-81.7% |