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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 | $122,652 | $67,823+80.8% | $52,425+134.0% | $137,256-10.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 14.44% | 219.11%-204.7pp | 302.12%-287.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $13,479 | $1,163+1059.0% | $914+1374.4% | $4,156+224.3% |
| Participant deferral / active EE | $7,725 | $2,288+237.6% | $1,790+331.4% | $6,407+20.6% |
| Admin fee / account holder | $13,502 | $2,844+374.7% | $2,495+441.2% | $12,270+10.0% |