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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 | $185,373 | $185,883-0.3% | $170,043+9.0% | $139,466+32.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.91% | 60.54%-42.6pp | 53.40%-35.5pp | 373.66%-355.8pp |
| Employer contribution / active EE | $9,681 | $7,596+27.4% | $6,790+42.6% | $4,754+103.6% |
| Participant deferral / active EE | $7,650 | $11,626-34.2% | $10,410-26.5% | $6,712+14.0% |
| Admin fee / account holder | $11,141 | $15,393-27.6% | $12,824-13.1% | $11,409-2.3% |