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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 | $135,949 | $110,337+23.2% | $102,383+32.8% | $145,877-6.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.84% | 24.83%-11.0pp | 24.94%-11.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $15,840 | $4,216+275.7% | $3,870+309.3% | $4,663+239.7% |
| Participant deferral / active EE | $9,685 | $5,621+72.3% | $5,060+91.4% | $6,691+44.8% |
| Admin fee / account holder | $22,334 | $9,750+129.1% | $8,391+166.2% | $13,402+66.6% |