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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 | $142,147 | $165,939-14.3% | $122,354+16.2% | $147,585-3.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.65% | 34.56%-14.9pp | 30.28%-10.6pp | 578.58%-558.9pp |
| Employer contribution / active EE | $23,542 | $5,754+309.1% | $4,051+481.1% | $4,876+382.8% |
| Participant deferral / active EE | $10,125 | $4,005+152.8% | $3,287+208.0% | $5,439+86.2% |
| Admin fee / account holder | $1,169 | $7,425-84.3% | $5,479-78.7% | $10,886-89.3% |