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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 | $137,520 | $115,796+18.8% | $101,264+35.8% | $158,950-13.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.02% | 56.15%-41.1pp | 46.48%-31.5pp | 302.91%-287.9pp |
| Employer contribution / active EE | $7,779 | $4,175+86.3% | $3,660+112.6% | $4,762+63.4% |
| Participant deferral / active EE | $6,638 | $4,958+33.9% | $4,370+51.9% | $5,983+10.9% |
| Admin fee / account holder | $54,625 | $7,247+653.7% | $5,947+818.6% | $11,248+385.6% |