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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 | $170,018 | $102,638+65.6% | $81,982+107.4% | $158,982+6.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.50% | 61.05%-50.6pp | 41.31%-30.8pp | 302.99%-292.5pp |
| Employer contribution / active EE | $3,361 | $3,241+3.7% | $2,498+34.5% | $4,763-29.4% |
| Participant deferral / active EE | $5,086 | $4,649+9.4% | $3,722+36.6% | $5,983-15.0% |
| Admin fee / account holder | $10,090 | $8,237+22.5% | $5,665+78.1% | $11,252-10.3% |