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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 | $106,588+32.4% | $94,215+49.8% | $155,188-9.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 11.12% | 29.39%-18.3pp | 28.22%-17.1pp | 148.84%-137.7pp |
| Employer contribution / active EE | $14,428 | $3,080+368.5% | $2,675+439.3% | $4,248+239.7% |
| Participant deferral / active EE | $11,936 | $4,802+148.5% | $4,276+179.1% | $6,531+82.8% |
| Admin fee / account holder | $153,172 | $12,281+1147.2% | $10,216+1399.4% | $14,480+957.8% |