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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 | $176,339 | $102,938+71.3% | $94,105+87.4% | $138,895+27.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 18.19% | 250.28%-232.1pp | 204.55%-186.4pp | 145.39%-127.2pp |
| Employer contribution / active EE | $13,592 | $2,732+397.5% | $2,504+442.7% | $4,194+224.1% |
| Participant deferral / active EE | $11,832 | $4,196+182.0% | $3,881+204.9% | $6,396+85.0% |
| Admin fee / account holder | $854 | $6,600-87.1% | $6,199-86.2% | $12,562-93.2% |