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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 | $164,385 | $117,829+39.5% | $102,423+60.5% | $145,877+12.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.25% | 31.83%-17.6pp | 29.42%-15.2pp | 551.28%-537.0pp |
| Employer contribution / active EE | $14,960 | $3,615+313.9% | $3,023+394.9% | $4,663+220.8% |
| Participant deferral / active EE | $11,767 | $5,732+105.3% | $5,054+132.8% | $6,691+75.9% |
| Admin fee / account holder | $1,570 | $13,335-88.2% | $9,455-83.4% | $13,402-88.3% |