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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 | $158,456 | $185,905-14.8% | $170,057-6.8% | $139,487+13.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.19% | 60.56%-47.4pp | 53.42%-40.2pp | 373.84%-360.7pp |
| Employer contribution / active EE | $10,075 | $7,597+32.6% | $6,790+48.4% | $4,755+111.9% |
| Participant deferral / active EE | $5,077 | $11,627-56.3% | $10,411-51.2% | $6,713-24.4% |
| Admin fee / account holder | $710 | $15,397-95.4% | $12,826-94.5% | $11,407-93.8% |