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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 | $169,085 | $103,000+64.2% | $90,300+87.2% | $152,885+10.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.08% | 95.19%-75.1pp | 78.11%-58.0pp | 345.39%-325.3pp |
| Employer contribution / active EE | $3,277 | $3,138+4.4% | $2,854+14.8% | $4,763-31.2% |
| Participant deferral / active EE | $10,221 | $4,281+138.8% | $3,884+163.1% | $5,851+74.7% |
| Admin fee / account holder | $9,466 | $6,173+53.3% | $5,353+76.8% | $11,598-18.4% |