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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 | $155,618 | $108,922+42.9% | $100,398+55.0% | $145,978+6.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.32% | 58.04%-45.7pp | 49.32%-37.0pp | 550.52%-538.2pp |
| Employer contribution / active EE | $5,223 | $4,426+18.0% | $3,946+32.4% | $4,662+12.0% |
| Participant deferral / active EE | $13,000 | $8,450+53.8% | $8,084+60.8% | $6,690+94.3% |
| Admin fee / account holder | $19,308 | $9,680+99.5% | $7,893+144.6% | $13,400+44.1% |