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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 | $192,027 | $112,121+71.3% | $95,960+100.1% | $158,966+20.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.60% | 171.16%-158.6pp | 91.63%-79.0pp | 302.95%-290.4pp |
| Employer contribution / active EE | $902 | $3,199-71.8% | $2,541-64.5% | $4,762-81.1% |
| Participant deferral / active EE | $9,843 | $4,784+105.7% | $4,167+136.2% | $5,983+64.5% |
| Admin fee / account holder | $331 | $10,135-96.7% | $6,797-95.1% | $11,250-97.1% |