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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 | $170,754 | $125,237+36.3% | $105,608+61.7% | $145,877+17.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.35% | 225.76%-214.4pp | 116.50%-105.2pp | 551.28%-539.9pp |
| Employer contribution / active EE | $7,409 | $3,720+99.1% | $3,167+133.9% | $4,663+58.9% |
| Participant deferral / active EE | $12,414 | $5,711+117.4% | $5,010+147.8% | $6,691+85.5% |
| Admin fee / account holder | $53,413 | $17,287+209.0% | $11,028+384.3% | $13,402+298.5% |