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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 | $150,808 | $211,288-28.6% | $178,540-15.5% | $145,884+3.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.08% | 30.27%-11.2pp | 27.15%-8.1pp | 551.85%-532.8pp |
| Employer contribution / active EE | $13,970 | $4,574+205.4% | $3,953+253.4% | $4,662+199.6% |
| Participant deferral / active EE | $14,943 | $6,967+114.5% | $6,281+137.9% | $6,690+123.4% |
| Admin fee / account holder | $70,923 | $12,105+485.9% | $10,424+580.4% | $13,392+429.6% |