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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 | $117,846+24.1% | $102,434+42.8% | $145,884+0.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.84% | 31.90%-15.1pp | 29.46%-12.6pp | 551.85%-535.0pp |
| Employer contribution / active EE | $11,988 | $3,615+231.6% | $3,023+296.5% | $4,662+157.1% |
| Participant deferral / active EE | $5,019 | $5,733-12.5% | $5,055-0.7% | $6,690-25.0% |
| Admin fee / account holder | $10,237 | $13,356-23.4% | $9,462+8.2% | $13,392-23.6% |