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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 | $164,169 | $132,634+23.8% | $115,768+41.8% | $137,256+19.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.04% | 160.70%-143.7pp | 100.46%-83.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $6,658 | $3,360+98.2% | $2,940+126.5% | $4,156+60.2% |
| Participant deferral / active EE | $7,777 | $5,619+38.4% | $4,917+58.2% | $6,407+21.4% |
| Admin fee / account holder | $391 | $15,028-97.4% | $12,439-96.9% | $12,270-96.8% |