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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 | $123,697 | $185,883-33.5% | $170,043-27.3% | $139,466-11.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.25% | 60.54%-48.3pp | 53.40%-41.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $7,926 | $7,596+4.3% | $6,790+16.7% | $4,754+66.7% |
| Participant deferral / active EE | $14,593 | $11,626+25.5% | $10,410+40.2% | $6,712+117.4% |
| Admin fee / account holder | $37,694 | $15,393+144.9% | $12,824+193.9% | $11,409+230.4% |