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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 | $137,747 | $185,905-25.9% | $170,057-19.0% | $139,487-1.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.05% | 60.56%-41.5pp | 53.42%-34.4pp | 373.84%-354.8pp |
| Employer contribution / active EE | $7,148 | $7,597-5.9% | $6,790+5.3% | $4,755+50.3% |
| Participant deferral / active EE | $15,896 | $11,627+36.7% | $10,411+52.7% | $6,713+136.8% |
| Admin fee / account holder | $60,283 | $15,397+291.5% | $12,826+370.0% | $11,407+428.5% |