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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 | $154,768 | $185,856-16.7% | $170,028-9.0% | $139,456+11.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.13% | 60.52%-44.4pp | 53.39%-37.3pp | 373.45%-357.3pp |
| Employer contribution / active EE | $17,713 | $7,593+133.3% | $6,788+161.0% | $4,753+272.7% |
| Participant deferral / active EE | $13,250 | $11,623+14.0% | $10,409+27.3% | $6,711+97.4% |
| Admin fee / account holder | $98,582 | $15,387+540.7% | $12,820+669.0% | $11,407+764.2% |