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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 | $137,428 | $107,368+28.0% | $92,915+47.9% | $152,909-10.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.41% | 145.64%-129.2pp | 109.45%-93.0pp | 345.46%-329.1pp |
| Employer contribution / active EE | $9,409 | $4,222+122.8% | $3,653+157.5% | $4,764+97.5% |
| Participant deferral / active EE | $3,304 | $4,848-31.9% | $4,238-22.0% | $5,851-43.5% |
| Admin fee / account holder | $11,670 | $7,082+64.8% | $5,796+101.4% | $11,601+0.6% |