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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 | $139,005 | $107,368+29.5% | $92,915+49.6% | $152,909-9.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.06% | 145.64%-121.6pp | 109.45%-85.4pp | 345.46%-321.4pp |
| Employer contribution / active EE | $13,548 | $4,222+220.9% | $3,653+270.8% | $4,764+184.4% |
| Participant deferral / active EE | $7,352 | $4,848+51.7% | $4,238+73.5% | $5,851+25.6% |
| Admin fee / account holder | $587 | $7,082-91.7% | $5,796-89.9% | $11,601-94.9% |