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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 | $132,966 | $185,856-28.5% | $170,028-21.8% | $139,456-4.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.56% | 60.52%-49.0pp | 53.39%-41.8pp | 373.45%-361.9pp |
| Employer contribution / active EE | $9,736 | $7,593+28.2% | $6,788+43.4% | $4,753+104.8% |
| Participant deferral / active EE | $43,375 | $11,623+273.2% | $10,409+316.7% | $6,711+546.3% |
| Admin fee / account holder | $26,888 | $15,387+74.7% | $12,820+109.7% | $11,407+135.7% |