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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 | $122,418 | $106,280+15.2% | $96,538+26.8% | $139,487-12.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.81% | 38.48%-21.7pp | 35.74%-18.9pp | 373.84%-357.0pp |
| Employer contribution / active EE | $16,205 | $4,107+294.6% | $3,740+333.3% | $4,755+240.8% |
| Participant deferral / active EE | $17,299 | $5,457+217.0% | $4,880+254.5% | $6,713+157.7% |
| Admin fee / account holder | $15,000 | $7,888+90.2% | $6,737+122.6% | $11,407+31.5% |