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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 | $189,362 | $121,701+55.6% | $104,639+81.0% | $158,982+19.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 24.52% | 465.72%-441.2pp | 340.67%-316.1pp | 302.99%-278.5pp |
| Employer contribution / active EE | $15,093 | $3,165+376.8% | $2,682+462.8% | $4,763+216.9% |
| Participant deferral / active EE | $13,657 | $4,176+227.1% | $3,738+265.4% | $5,983+128.3% |
| Admin fee / account holder | $4,741 | $7,778-39.0% | $6,465-26.7% | $11,252-57.9% |