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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 | $141,145 | $107,733+31.0% | $92,985+51.8% | $154,746-8.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 11.12% | 30.39%-19.3pp | 27.99%-16.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $14,428 | $3,126+361.5% | $2,662+442.0% | $4,379+229.5% |
| Participant deferral / active EE | $11,936 | $5,053+136.2% | $4,377+172.7% | $6,730+77.3% |
| Admin fee / account holder | $153,172 | $11,369+1247.3% | $9,463+1518.6% | $14,365+966.3% |