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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 | $183,516-31.7% | $155,534-19.5% | $145,884-14.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.58% | 61.43%-45.8pp | 64.92%-49.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $8,633 | $5,315+62.4% | $4,675+84.7% | $4,662+85.2% |
| Participant deferral / active EE | $7,115 | $6,467+10.0% | $5,630+26.4% | $6,690+6.4% |
| Admin fee / account holder | $51,697 | $19,293+168.0% | $15,900+225.1% | $13,392+286.0% |