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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 | $69,118+77.5% | $53,647+128.6% | $138,895-11.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 14.44% | 248.26%-233.8pp | 358.33%-343.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $13,479 | $1,189+1033.2% | $962+1301.1% | $4,194+221.4% |
| Participant deferral / active EE | $7,725 | $2,274+239.7% | $1,813+326.0% | $6,396+20.8% |
| Admin fee / account holder | $13,502 | $2,724+395.7% | $2,460+448.9% | $12,562+7.5% |