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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 | $203,997 | $176,794+15.4% | $146,647+39.1% | $167,553+21.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.36% | 24.04%-11.7pp | 22.75%-10.4pp | 478.89%-466.5pp |
| Employer contribution / active EE | $9,660 | $5,161+87.2% | $4,137+133.5% | $4,840+99.6% |
| Participant deferral / active EE | $7,544 | $6,440+17.1% | $5,506+37.0% | $6,343+18.9% |
| Admin fee / account holder | $42,088 | $13,262+217.4% | $10,281+309.4% | $12,316+241.7% |