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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 | $216,719 | $185,883+16.6% | $170,043+27.4% | $139,466+55.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.70% | 60.54%-45.8pp | 53.40%-38.7pp | 373.66%-359.0pp |
| Employer contribution / active EE | $3,964 | $7,596-47.8% | $6,790-41.6% | $4,754-16.6% |
| Participant deferral / active EE | $8,393 | $11,626-27.8% | $10,410-19.4% | $6,712+25.0% |
| Admin fee / account holder | $106,737 | $15,393+593.4% | $12,824+732.3% | $11,409+835.6% |