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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 | $142,601 | $209,336-31.9% | $197,124-27.7% | $137,256+3.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.35% | 48.09%-32.7pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $7,434 | $6,591+12.8% | $6,227+19.4% | $4,156+78.9% |
| Participant deferral / active EE | $22,888 | $9,614+138.1% | $9,135+150.6% | $6,407+257.2% |
| Admin fee / account holder | $35,205 | $17,308+103.4% | $16,298+116.0% | $12,270+186.9% |