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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 | $117,904+30.9% | $102,457+50.7% | $145,978+5.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.95% | 31.80%-21.8pp | 29.41%-19.5pp | 550.52%-540.6pp |
| Employer contribution / active EE | $6,250 | $3,613+73.0% | $3,022+106.8% | $4,662+34.1% |
| Participant deferral / active EE | $7,698 | $5,733+34.3% | $5,054+52.3% | $6,690+15.1% |
| Admin fee / account holder | $75,562 | $13,329+466.9% | $9,451+699.5% | $13,400+463.9% |