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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 | $154,179 | $108,882+41.6% | $96,754+59.4% | $154,746-0.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.03% | 98.39%-79.4pp | 82.04%-63.0pp | 172.34%-153.3pp |
| Employer contribution / active EE | $6,822 | $3,018+126.0% | $2,679+154.6% | $4,379+55.8% |
| Participant deferral / active EE | $11,914 | $5,323+123.8% | $4,758+150.4% | $6,730+77.0% |
| Admin fee / account holder | $4,552 | $10,200-55.4% | $8,905-48.9% | $14,365-68.3% |