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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 | $108,922+50.4% | $100,398+63.2% | $145,978+12.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.42% | 58.04%-40.6pp | 49.32%-31.9pp | 550.52%-533.1pp |
| Employer contribution / active EE | $2,256 | $4,426-49.0% | $3,946-42.8% | $4,662-51.6% |
| Participant deferral / active EE | $6,414 | $8,450-24.1% | $8,084-20.7% | $6,690-4.1% |
| Admin fee / account holder | $49,029 | $9,680+406.5% | $7,893+521.2% | $13,400+265.9% |