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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 | $160,623 | $108,911+47.5% | $100,392+60.0% | $145,884+10.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.36% | 58.23%-46.9pp | 49.45%-38.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,816 | $4,420-58.9% | $3,941-53.9% | $4,662-61.0% |
| Participant deferral / active EE | $3,455 | $8,459-59.2% | $8,090-57.3% | $6,690-48.4% |
| Admin fee / account holder | $10,957 | $9,698+13.0% | $7,904+38.6% | $13,392-18.2% |