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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 | $114,119+31.9% | $107,187+40.4% | $138,895+8.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.34% | 273.21%-256.9pp | 204.55%-188.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $12,440 | $4,059+206.5% | $3,782+228.9% | $4,194+196.6% |
| Participant deferral / active EE | $7,095 | $5,538+28.1% | $5,096+39.2% | $6,396+10.9% |
| Admin fee / account holder | $53,092 | $10,024+429.7% | $9,162+479.5% | $12,562+322.6% |