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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 | $179,614 | $185,856-3.4% | $170,028+5.6% | $139,456+28.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.67% | 60.52%-47.9pp | 53.39%-40.7pp | 373.45%-360.8pp |
| Employer contribution / active EE | $6,118 | $7,593-19.4% | $6,788-9.9% | $4,753+28.7% |
| Participant deferral / active EE | $30,000 | $11,623+158.1% | $10,409+188.2% | $6,711+347.0% |
| Admin fee / account holder | $1,984 | $15,387-87.1% | $12,820-84.5% | $11,407-82.6% |