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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 | $156,135 | $65,566+138.1% | $86,235+81.1% | $75,177+107.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 19.27% | 46.07%-26.8pp | 1170.03%-1150.8pp | 160.75%-141.5pp |
| Employer contribution / active EE | $3,812 | $1,553+145.4% | $2,381+60.1% | $2,671+42.7% |
| Participant deferral / active EE | $8,601 | $3,023+184.5% | $3,987+115.7% | $4,126+108.4% |
| Admin fee / account holder | $4,905 | $5,470-10.3% | $6,856-28.5% | $5,651-13.2% |