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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 | $146,100 | $104,251+40.1% | $91,004+60.5% | $147,586-1.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.07% | 27.06%-8.0pp | 4.60%+14.5pp | 578.59%-559.5pp |
| Employer contribution / active EE | $9,268 | $3,116+197.5% | $2,456+277.4% | $4,876+90.1% |
| Participant deferral / active EE | $8,980 | $4,195+114.1% | $3,548+153.1% | $5,439+65.1% |
| Admin fee / account holder | $9,617 | $8,948+7.5% | $5,417+77.5% | $10,886-11.7% |