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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 | $152,413 | $114,119+33.6% | $107,187+42.2% | $138,895+9.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.81% | 273.21%-261.4pp | 204.55%-192.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $12,072 | $4,059+197.4% | $3,782+219.2% | $4,194+187.8% |
| Participant deferral / active EE | $12,857 | $5,538+132.2% | $5,096+152.3% | $6,396+101.0% |
| Admin fee / account holder | $1,712 | $10,024-82.9% | $9,162-81.3% | $12,562-86.4% |