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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 | $161,872 | $112,121+44.4% | $95,960+68.7% | $158,966+1.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.93% | 171.16%-156.2pp | 91.63%-76.7pp | 302.95%-288.0pp |
| Employer contribution / active EE | $7,072 | $3,199+121.1% | $2,541+178.3% | $4,762+48.5% |
| Participant deferral / active EE | $8,840 | $4,784+84.8% | $4,167+112.2% | $5,983+47.7% |
| Admin fee / account holder | $404 | $10,135-96.0% | $6,797-94.1% | $11,250-96.4% |