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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 | $165,677 | $185,883-10.9% | $170,043-2.6% | $139,466+18.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.02% | 60.54%-45.5pp | 53.40%-38.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $11,935 | $7,596+57.1% | $6,790+75.8% | $4,754+151.1% |
| Participant deferral / active EE | $7,983 | $11,626-31.3% | $10,410-23.3% | $6,712+18.9% |
| Admin fee / account holder | $17,864 | $15,393+16.0% | $12,824+39.3% | $11,409+56.6% |