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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 | $131,933 | $108,882+21.2% | $96,754+36.4% | $154,746-14.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.22% | 98.39%-83.2pp | 82.04%-66.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $9,852 | $3,018+226.4% | $2,679+267.7% | $4,379+125.0% |
| Participant deferral / active EE | $15,492 | $5,323+191.1% | $4,758+225.6% | $6,730+130.2% |
| Admin fee / account holder | $35,806 | $10,200+251.0% | $8,905+302.1% | $14,365+149.3% |