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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 | $153,130 | $105,198+45.6% | $159,455-4.0% | $85,856+78.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.64% | 45.08%-27.4pp | 263.63%-246.0pp | 318.58%-300.9pp |
| Employer contribution / active EE | $2,661 | $3,319-19.8% | $4,830-44.9% | $2,565+3.7% |
| Participant deferral / active EE | $7,866 | $5,946+32.3% | $7,353+7.0% | $3,952+99.0% |
| Admin fee / account holder | $11,245 | $6,934+62.2% | $10,800+4.1% | $6,261+79.6% |