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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 | $176,893 | $129,737+36.3% | $119,126+48.5% | $154,746+14.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.77% | 379.08%-363.3pp | 282.11%-266.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $12,747 | $4,375+191.4% | $4,034+216.0% | $4,379+191.1% |
| Participant deferral / active EE | $6,558 | $5,842+12.3% | $5,318+23.3% | $6,730-2.6% |
| Admin fee / account holder | $57,814 | $11,961+383.4% | $10,693+440.7% | $14,365+302.5% |