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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 | $144,679 | $175,231-17.4% | $149,696-3.4% | $139,466+3.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.01% | 166.77%-152.8pp | 134.46%-120.4pp | 373.66%-359.7pp |
| Employer contribution / active EE | $7,436 | $5,478+35.7% | $4,821+54.2% | $4,754+56.4% |
| Participant deferral / active EE | $4,474 | $6,521-31.4% | $5,682-21.3% | $6,712-33.3% |
| Admin fee / account holder | $33,966 | $16,155+110.3% | $13,212+157.1% | $11,409+197.7% |