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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 | $179,568 | $154,209+16.4% | $130,062+38.1% | $139,487+28.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.20% | 32.52%-15.3pp | -137.37%+154.6pp | 373.84%-356.6pp |
| Employer contribution / active EE | $12,535 | $5,292+136.9% | $4,322+190.0% | $4,755+163.6% |
| Participant deferral / active EE | $14,182 | $6,709+111.4% | $5,821+143.7% | $6,713+111.3% |
| Admin fee / account holder | $35,712 | $13,988+155.3% | $10,601+236.9% | $11,407+213.1% |