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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 | $162,318 | $132,634+22.4% | $115,768+40.2% | $137,256+18.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 23.45% | 160.70%-137.3pp | 100.46%-77.0pp | 220.34%-196.9pp |
| Employer contribution / active EE | $9,849 | $3,360+193.2% | $2,940+235.0% | $4,156+137.0% |
| Participant deferral / active EE | $14,642 | $5,619+160.6% | $4,917+197.8% | $6,407+128.5% |
| Admin fee / account holder | $1,104 | $15,028-92.7% | $12,439-91.1% | $12,270-91.0% |