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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 | $132,179 | $105,158+25.7% | $94,672+39.6% | $139,487-5.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.61% | 38.11%-23.5pp | 156.89%-142.3pp | 373.84%-359.2pp |
| Employer contribution / active EE | $7,361 | $4,107+79.2% | $3,673+100.4% | $4,755+54.8% |
| Participant deferral / active EE | $17,171 | $7,599+126.0% | $7,417+131.5% | $6,713+155.8% |
| Admin fee / account holder | $17,057 | $8,972+90.1% | $7,222+136.2% | $11,407+49.5% |