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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 | $132,042 | $90,397+46.1% | $76,002+73.7% | $145,959-9.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.36% | 621.97%-612.6pp | 360.07%-350.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $12,338 | $3,317+271.9% | $2,688+359.0% | $4,661+164.7% |
| Participant deferral / active EE | $9,890 | $5,163+91.5% | $4,257+132.3% | $6,689+47.9% |
| Admin fee / account holder | $76,348 | $8,369+812.2% | $6,414+1090.4% | $13,398+469.9% |