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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 | $150,519 | $134,817+11.6% | $123,973+21.4% | $155,188-3.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.34% | 515.49%-499.1pp | 388.13%-371.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $12,440 | $4,425+181.1% | $4,126+201.5% | $4,248+192.9% |
| Participant deferral / active EE | $7,095 | $5,706+24.3% | $5,247+35.2% | $6,531+8.6% |
| Admin fee / account holder | $53,092 | $13,245+300.8% | $11,799+350.0% | $14,480+266.7% |