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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 | $157,057 | $185,883-15.5% | $170,043-7.6% | $139,466+12.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.50% | 60.54%-44.0pp | 53.40%-36.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $6,826 | $7,596-10.1% | $6,790+0.5% | $4,754+43.6% |
| Participant deferral / active EE | $12,415 | $11,626+6.8% | $10,410+19.3% | $6,712+85.0% |
| Admin fee / account holder | $57,634 | $15,393+274.4% | $12,824+349.4% | $11,409+405.2% |