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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 | $125,821 | $185,883-32.3% | $170,043-26.0% | $139,466-9.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.50% | 60.54%-47.0pp | 53.40%-39.9pp | 373.66%-360.2pp |
| Employer contribution / active EE | $10,869 | $7,596+43.1% | $6,790+60.1% | $4,754+128.6% |
| Participant deferral / active EE | $17,125 | $11,626+47.3% | $10,410+64.5% | $6,712+155.1% |
| Admin fee / account holder | $90,173 | $15,393+485.8% | $12,824+603.1% | $11,409+690.4% |