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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 | $174,775 | $103,008+69.7% | $90,304+93.5% | $152,897+14.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.97% | 95.22%-76.3pp | 78.13%-59.2pp | 345.43%-326.5pp |
| Employer contribution / active EE | $7,418 | $3,139+136.3% | $2,855+159.8% | $4,764+55.7% |
| Participant deferral / active EE | $5,109 | $4,281+19.3% | $3,885+31.5% | $5,851-12.7% |
| Admin fee / account holder | $1,838 | $6,175-70.2% | $5,354-65.7% | $11,599-84.2% |