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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 | $125,268 | $183,592-31.8% | $155,567-19.5% | $145,959-14.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.58% | 61.24%-45.7pp | 64.74%-49.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $8,633 | $5,315+62.4% | $4,674+84.7% | $4,661+85.2% |
| Participant deferral / active EE | $7,115 | $6,464+10.1% | $5,628+26.4% | $6,689+6.4% |
| Admin fee / account holder | $51,697 | $19,318+167.6% | $15,916+224.8% | $13,398+285.9% |