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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 | $230,452 | $185,905+24.0% | $170,057+35.5% | $139,487+65.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.30% | 60.56%-44.3pp | 53.42%-37.1pp | 373.84%-357.5pp |
| Employer contribution / active EE | $7,049 | $7,597-7.2% | $6,790+3.8% | $4,755+48.2% |
| Participant deferral / active EE | $20,661 | $11,627+77.7% | $10,411+98.5% | $6,713+207.8% |
| Admin fee / account holder | $66,893 | $15,397+334.5% | $12,826+421.5% | $11,407+486.4% |