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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% | $155,574-19.5% | $145,877-14.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.58% | 61.37%-45.8pp | 64.87%-49.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $8,633 | $5,317+62.4% | $4,676+84.6% | $4,663+85.1% |
| Participant deferral / active EE | $7,115 | $6,466+10.0% | $5,629+26.4% | $6,691+6.3% |
| Admin fee / account holder | $51,697 | $19,316+167.6% | $15,914+224.8% | $13,402+285.7% |