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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 | $165,505 | $109,411+51.3% | $89,435+85.1% | $158,982+4.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.67% | 345.68%-329.0pp | 245.55%-228.9pp | 302.99%-286.3pp |
| Employer contribution / active EE | $2,336 | $3,173-26.4% | $2,587-9.7% | $4,763-51.0% |
| Participant deferral / active EE | $14,158 | $4,600+207.8% | $3,890+263.9% | $5,983+136.6% |
| Admin fee / account holder | $707 | $6,159-88.5% | $4,884-85.5% | $11,252-93.7% |