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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 | $154,357 | $117,829+31.0% | $102,423+50.7% | $145,877+5.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.95% | 31.83%-21.9pp | 29.42%-19.5pp | 551.28%-541.3pp |
| Employer contribution / active EE | $6,250 | $3,615+72.9% | $3,023+106.7% | $4,663+34.0% |
| Participant deferral / active EE | $7,698 | $5,732+34.3% | $5,054+52.3% | $6,691+15.1% |
| Admin fee / account holder | $75,562 | $13,335+466.6% | $9,455+699.2% | $13,402+463.8% |