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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 | $158,246 | $105,210+50.4% | $159,487-0.8% | $85,851+84.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.46% | 45.08%-26.6pp | 263.71%-245.2pp | 318.63%-300.2pp |
| Employer contribution / active EE | $2,404 | $3,319-27.6% | $4,831-50.3% | $2,565-6.3% |
| Participant deferral / active EE | $5,578 | $5,946-6.2% | $7,354-24.1% | $3,952+41.1% |
| Admin fee / account holder | $12,211 | $6,934+76.1% | $10,804+13.0% | $6,261+95.0% |