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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 | $149,677 | $185,905-19.5% | $170,057-12.0% | $139,487+7.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.11% | 60.56%-47.5pp | 53.42%-40.3pp | 373.84%-360.7pp |
| Employer contribution / active EE | $6,615 | $7,597-12.9% | $6,790-2.6% | $4,755+39.1% |
| Participant deferral / active EE | $6,070 | $11,627-47.8% | $10,411-41.7% | $6,713-9.6% |
| Admin fee / account holder | $31,065 | $15,397+101.8% | $12,826+142.2% | $11,407+172.3% |