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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 | $159,402 | $185,883-14.2% | $170,043-6.3% | $139,466+14.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.61% | 60.54%-44.9pp | 53.40%-37.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $21,345 | $7,596+181.0% | $6,790+214.4% | $4,754+349.0% |
| Participant deferral / active EE | $6,088 | $11,626-47.6% | $10,410-41.5% | $6,712-9.3% |
| Admin fee / account holder | $65,790 | $15,393+327.4% | $12,824+413.0% | $11,409+476.7% |