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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 | $149,555 | $132,634+12.8% | $115,768+29.2% | $137,256+9.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.49% | 160.70%-144.2pp | 100.46%-84.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $25,184 | $3,360+649.6% | $2,940+756.6% | $4,156+506.0% |
| Participant deferral / active EE | $16,438 | $5,619+192.6% | $4,917+234.3% | $6,407+156.6% |
| Admin fee / account holder | $19,710 | $15,028+31.2% | $12,439+58.4% | $12,270+60.6% |