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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 | $160,160 | $125,778+27.3% | $114,563+39.8% | $154,746+3.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 15.08% | 295.14%-280.1pp | 241.09%-226.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $15,875 | $2,806+465.8% | $2,592+512.5% | $4,379+262.5% |
| Participant deferral / active EE | $9,716 | $4,445+118.6% | $4,142+134.6% | $6,730+44.4% |
| Admin fee / account holder | $10,023 | $8,190+22.4% | $7,623+31.5% | $14,365-30.2% |