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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 | $182,002 | $132,099+37.8% | $115,599+57.4% | $138,895+31.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 9.24% | 176.76%-167.5pp | 111.10%-101.9pp | 145.39%-136.2pp |
| Employer contribution / active EE | $8,706 | $3,416+154.9% | $2,955+194.6% | $4,194+107.6% |
| Participant deferral / active EE | $5,481 | $5,617-2.4% | $4,889+12.1% | $6,396-14.3% |
| Admin fee / account holder | $1,848 | $15,650-88.2% | $12,841-85.6% | $12,562-85.3% |