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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 | $163,589 | $197,625-17.2% | $177,840-8.0% | $158,966+2.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.60% | 58.76%-44.2pp | 48.32%-33.7pp | 302.95%-288.3pp |
| Employer contribution / active EE | $11,748 | $6,698+75.4% | $5,919+98.5% | $4,762+146.7% |
| Participant deferral / active EE | $13,853 | $8,405+64.8% | $7,714+79.6% | $5,983+131.5% |
| Admin fee / account holder | $34,089 | $15,405+121.3% | $12,431+174.2% | $11,250+203.0% |