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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 | $171,824 | $129,476+32.7% | $93,515+83.7% | $158,982+8.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 4.39% | 118.56%-114.2pp | 78.21%-73.8pp | 302.99%-298.6pp |
| Employer contribution / active EE | $4,340 | $2,717+59.7% | $2,077+108.9% | $4,763-8.9% |
| Participant deferral / active EE | $3,311 | $3,916-15.4% | $3,129+5.8% | $5,983-44.7% |
| Admin fee / account holder | $13,204 | $7,396+78.5% | $5,235+152.2% | $11,252+17.4% |