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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 | $149,274 | $129,737+15.1% | $119,126+25.3% | $154,746-3.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.41% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $10,304 | $4,375+135.5% | $4,034+155.4% | $4,379+135.3% |
| Participant deferral / active EE | $6,312 | $5,842+8.1% | $5,318+18.7% | $6,730-6.2% |
| Admin fee / account holder | $6,186 | $11,961-48.3% | $10,693-42.2% | $14,365-56.9% |