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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 | $186,329 | $108,897+71.1% | $100,378+85.6% | $145,877+27.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.47% | 58.17%-38.7pp | 49.41%-29.9pp | 551.28%-531.8pp |
| Employer contribution / active EE | $10,735 | $4,420+142.9% | $3,942+172.3% | $4,663+130.2% |
| Participant deferral / active EE | $9,249 | $8,455+9.4% | $8,087+14.4% | $6,691+38.2% |
| Admin fee / account holder | $4,167 | $9,690-57.0% | $7,899-47.2% | $13,402-68.9% |