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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 | $173,523 | $225,673-23.1% | $203,872-14.9% | $155,188+11.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 12.49% | 95.91%-83.4pp | 85.11%-72.6pp | 148.84%-136.4pp |
| Employer contribution / active EE | $13,256 | $4,099+223.4% | $3,757+252.8% | $4,248+212.1% |
| Participant deferral / active EE | $10,146 | $6,893+47.2% | $6,388+58.8% | $6,531+55.3% |
| Admin fee / account holder | $49,556 | $12,327+302.0% | $11,730+322.5% | $14,480+242.2% |