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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 | $75,478 | $197,637-61.8% | $177,848-57.6% | $158,982-52.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.35% | 58.77%-30.4pp | 48.33%-20.0pp | 302.99%-274.6pp |
| Employer contribution / active EE | $13,913 | $6,698+107.7% | $5,919+135.1% | $4,763+192.1% |
| Participant deferral / active EE | $9,365 | $8,405+11.4% | $7,714+21.4% | $5,983+56.5% |
| Admin fee / account holder | $40,000 | $15,406+159.6% | $12,431+221.8% | $11,252+255.5% |