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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 | $163,804 | $108,942+50.4% | $100,415+63.1% | $145,897+12.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.42% | 58.27%-40.9pp | 49.47%-32.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,256 | $4,422-49.0% | $3,943-42.8% | $4,663-51.6% |
| Participant deferral / active EE | $6,414 | $8,461-24.2% | $8,091-20.7% | $6,689-4.1% |
| Admin fee / account holder | $49,029 | $9,702+405.4% | $7,906+520.2% | $13,390+266.2% |