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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 | $167,366 | $76,368+119.2% | $67,681+147.3% | $154,746+8.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.27% | 1066.77%-1051.5pp | 590.58%-575.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $7,825 | $3,151+148.3% | $2,678+192.2% | $4,379+78.7% |
| Participant deferral / active EE | $12,166 | $4,824+152.2% | $3,976+206.0% | $6,730+80.8% |
| Admin fee / account holder | $12,950 | $8,559+51.3% | $6,100+112.3% | $14,365-9.8% |