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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 | $137,501 | $115,917+18.6% | $100,535+36.8% | $158,982-13.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.99% | 34.80%-20.8pp | 30.90%-16.9pp | 302.99%-289.0pp |
| Employer contribution / active EE | $9,865 | $4,105+140.3% | $3,419+188.6% | $4,763+107.1% |
| Participant deferral / active EE | $14,543 | $6,677+117.8% | $6,271+131.9% | $5,983+143.1% |
| Admin fee / account holder | $41,786 | $11,002+279.8% | $8,085+416.9% | $11,252+271.4% |