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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 | $149,614 | $110,410+35.5% | $102,437+46.1% | $145,897+2.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.40% | 24.85%-13.5pp | 24.95%-13.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $18,752 | $4,217+344.7% | $3,871+384.5% | $4,663+302.2% |
| Participant deferral / active EE | $12,361 | $5,622+119.9% | $5,060+144.3% | $6,689+84.8% |
| Admin fee / account holder | $17,694 | $9,745+81.6% | $8,388+110.9% | $13,390+32.1% |