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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 | $165,190 | $108,897+51.7% | $100,378+64.6% | $145,877+13.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.51% | 58.17%-41.7pp | 49.41%-32.9pp | 551.28%-534.8pp |
| Employer contribution / active EE | $7,768 | $4,420+75.7% | $3,942+97.1% | $4,663+66.6% |
| Participant deferral / active EE | $17,115 | $8,455+102.4% | $8,087+111.6% | $6,691+155.8% |
| Admin fee / account holder | $15,142 | $9,690+56.3% | $7,899+91.7% | $13,402+13.0% |