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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 | $167,861 | $67,823+147.5% | $52,425+220.2% | $137,256+22.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.81% | 219.11%-203.3pp | 302.12%-286.3pp | 220.34%-204.5pp |
| Employer contribution / active EE | $7,506 | $1,163+545.4% | $914+721.0% | $4,156+80.6% |
| Participant deferral / active EE | $10,597 | $2,288+363.2% | $1,790+491.9% | $6,407+65.4% |
| Admin fee / account holder | $6,474 | $2,844+127.6% | $2,495+159.5% | $12,270-47.2% |