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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 | $124,655 | $110,379+12.9% | $102,412+21.7% | $145,884-14.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.79% | 24.84%-7.1pp | 24.94%-7.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $5,636 | $4,216+33.7% | $3,870+45.6% | $4,662+20.9% |
| Participant deferral / active EE | $9,685 | $5,622+72.3% | $5,060+91.4% | $6,690+44.8% |
| Admin fee / account holder | $220,339 | $9,745+2161.1% | $8,388+2527.0% | $13,392+1545.3% |