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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 | $136,774 | $106,247+28.7% | $96,515+41.7% | $139,466-1.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.45% | 38.47%-24.0pp | 35.73%-21.3pp | 373.66%-359.2pp |
| Employer contribution / active EE | $4,143 | $4,106+0.9% | $3,740+10.8% | $4,754-12.8% |
| Participant deferral / active EE | $8,917 | $5,456+63.4% | $4,880+82.7% | $6,712+32.9% |
| Admin fee / account holder | $19,939 | $7,885+152.9% | $6,735+196.0% | $11,409+74.8% |