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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 | $167,544 | $109,372+53.2% | $89,414+87.4% | $158,966+5.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.96% | 345.55%-326.6pp | 245.50%-226.5pp | 302.95%-284.0pp |
| Employer contribution / active EE | $12,153 | $3,171+283.2% | $2,586+369.9% | $4,762+155.2% |
| Participant deferral / active EE | $16,812 | $4,598+265.6% | $3,890+332.2% | $5,983+181.0% |
| Admin fee / account holder | $5,824 | $6,156-5.4% | $4,883+19.3% | $11,250-48.2% |