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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 | $166,813 | $117,846+41.6% | $102,434+62.9% | $145,884+14.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.74% | 31.90%-15.2pp | 29.46%-12.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $36,633 | $3,615+913.4% | $3,023+1111.7% | $4,662+685.7% |
| Participant deferral / active EE | $10,259 | $5,733+78.9% | $5,055+103.0% | $6,690+53.4% |
| Admin fee / account holder | $20,827 | $13,356+55.9% | $9,462+120.1% | $13,392+55.5% |