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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 | $140,446 | $105,856+32.7% | $90,161+55.8% | $147,586-4.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.12% | 37.63%-17.5pp | 34.89%-14.8pp | 578.59%-558.5pp |
| Employer contribution / active EE | $3,502 | $4,126-15.1% | $3,318+5.6% | $4,876-28.2% |
| Participant deferral / active EE | $13,221 | $5,733+130.6% | $5,287+150.0% | $5,439+143.1% |
| Admin fee / account holder | $34,145 | $8,046+324.4% | $5,943+474.5% | $10,886+213.7% |