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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 | $164,089 | $185,883-11.7% | $170,043-3.5% | $139,466+17.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.85% | 60.54%-38.7pp | 53.40%-31.6pp | 373.66%-351.8pp |
| Employer contribution / active EE | $34,721 | $7,596+357.1% | $6,790+411.4% | $4,754+630.4% |
| Participant deferral / active EE | $21,328 | $11,626+83.5% | $10,410+104.9% | $6,712+217.8% |
| Admin fee / account holder | $1,313 | $15,393-91.5% | $12,824-89.8% | $11,409-88.5% |