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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 | $173,452 | $102,429+69.3% | $147,096+17.9% | $80,925+114.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 24.03% | 135.02%-111.0pp | 419.75%-395.7pp | 35.65%-11.6pp |
| Employer contribution / active EE | $3,522 | $3,716-5.2% | $4,936-28.7% | $2,756+27.8% |
| Participant deferral / active EE | $8,837 | $6,649+32.9% | $8,071+9.5% | $4,299+105.6% |
| Admin fee / account holder | $9,189 | $7,957+15.5% | $13,005-29.3% | $6,940+32.4% |