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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 | $163,672 | $99,921+63.8% | $85,009+92.5% | $145,959+12.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.25% | 83.89%-74.6pp | 66.47%-57.2pp | 561.95%-552.7pp |
| Employer contribution / active EE | $3,097 | $3,233-4.2% | $2,728+13.5% | $4,661-33.6% |
| Participant deferral / active EE | $6,055 | $5,293+14.4% | $4,522+33.9% | $6,689-9.5% |
| Admin fee / account holder | $11,544 | $7,252+59.2% | $6,153+87.6% | $13,398-13.8% |