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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 | $146,292 | $104,924+39.4% | $84,623+72.9% | $152,885-4.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.15% | 373.82%-355.7pp | 258.77%-240.6pp | 345.39%-327.2pp |
| Employer contribution / active EE | $3,304 | $3,3020% | $2,652+24.5% | $4,763-30.6% |
| Participant deferral / active EE | $5,807 | $4,689+23.9% | $3,899+48.9% | $5,851-0.7% |
| Admin fee / account holder | $2,756 | $6,242-55.9% | $4,913-43.9% | $11,598-76.2% |