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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 | $117,895+30.9% | $102,460+50.7% | $145,897+5.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.95% | 31.92%-22.0pp | 29.47%-19.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $6,250 | $3,619+72.7% | $3,025+106.6% | $4,663+34.0% |
| Participant deferral / active EE | $7,698 | $5,736+34.2% | $5,056+52.2% | $6,689+15.1% |
| Admin fee / account holder | $75,562 | $13,353+465.9% | $9,460+698.7% | $13,390+464.3% |