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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 | $161,578 | $150,435+7.4% | $120,580+34.0% | $145,897+10.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 9.43% | 154.60%-145.2pp | 107.48%-98.0pp | 552.29%-542.9pp |
| Employer contribution / active EE | $18,625 | $4,352+327.9% | $3,469+436.9% | $4,663+299.5% |
| Participant deferral / active EE | $16,835 | $6,174+172.7% | $4,995+237.0% | $6,689+151.7% |
| Admin fee / account holder | $75,988 | $12,182+523.8% | $9,418+706.8% | $13,390+467.5% |