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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 | $146,302 | $117,829+24.2% | $102,423+42.8% | $145,877+0.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.84% | 31.83%-15.0pp | 29.42%-12.6pp | 551.28%-534.4pp |
| Employer contribution / active EE | $11,988 | $3,615+231.7% | $3,023+296.6% | $4,663+157.1% |
| Participant deferral / active EE | $5,019 | $5,732-12.4% | $5,054-0.7% | $6,691-25.0% |
| Admin fee / account holder | $10,237 | $13,335-23.2% | $9,455+8.3% | $13,402-23.6% |