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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 | $143,143 | $117,904+21.4% | $102,457+39.7% | $145,978-1.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.51% | 31.80%-18.3pp | 29.41%-15.9pp | 550.52%-537.0pp |
| Employer contribution / active EE | $8,711 | $3,613+141.1% | $3,022+188.3% | $4,662+86.9% |
| Participant deferral / active EE | $6,550 | $5,733+14.2% | $5,054+29.6% | $6,690-2.1% |
| Admin fee / account holder | $22,198 | $13,329+66.5% | $9,451+134.9% | $13,400+65.7% |