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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 | $151,235 | $115,814+30.6% | $101,275+49.3% | $158,982-4.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.92% | 56.16%-42.2pp | 46.48%-32.6pp | 302.99%-289.1pp |
| Employer contribution / active EE | $10,052 | $4,176+140.7% | $3,660+174.6% | $4,763+111.0% |
| Participant deferral / active EE | $7,874 | $4,958+58.8% | $4,371+80.2% | $5,983+31.6% |
| Admin fee / account holder | $14,786 | $7,249+104.0% | $5,948+148.6% | $11,252+31.4% |