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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 | $121,441 | $108,911+11.5% | $100,392+21.0% | $145,884-16.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.42% | 58.23%-45.8pp | 49.45%-37.0pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,151 | $4,420-28.7% | $3,941-20.1% | $4,662-32.4% |
| Participant deferral / active EE | $20,897 | $8,459+147.0% | $8,090+158.3% | $6,690+212.4% |
| Admin fee / account holder | $31,836 | $9,698+228.3% | $7,904+302.8% | $13,392+137.7% |