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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 | $168,347 | $154,209+9.2% | $130,062+29.4% | $139,487+20.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.32% | 32.52%-13.2pp | -137.37%+156.7pp | 373.84%-354.5pp |
| Employer contribution / active EE | $9,395 | $5,292+77.5% | $4,322+117.4% | $4,755+97.6% |
| Participant deferral / active EE | $10,642 | $6,709+58.6% | $5,821+82.8% | $6,713+58.5% |
| Admin fee / account holder | $7,934 | $13,988-43.3% | $10,601-25.2% | $11,407-30.4% |