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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 | $196,107 | $115,814+69.3% | $101,275+93.6% | $158,982+23.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.09% | 56.16%-33.1pp | 46.48%-23.4pp | 302.99%-279.9pp |
| Employer contribution / active EE | $8,659 | $4,176+107.4% | $3,660+136.6% | $4,763+81.8% |
| Participant deferral / active EE | $6,276 | $4,958+26.6% | $4,371+43.6% | $5,983+4.9% |
| Admin fee / account holder | $27,480 | $7,249+279.1% | $5,948+362.0% | $11,252+144.2% |