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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 | $185,856-11.7% | $170,028-3.5% | $139,456+17.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.85% | 60.52%-38.7pp | 53.39%-31.5pp | 373.45%-351.6pp |
| Employer contribution / active EE | $34,721 | $7,593+357.3% | $6,788+411.5% | $4,753+630.6% |
| Participant deferral / active EE | $21,328 | $11,623+83.5% | $10,409+104.9% | $6,711+217.8% |
| Admin fee / account holder | $1,313 | $15,387-91.5% | $12,820-89.8% | $11,407-88.5% |