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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 | $145,213 | $104,694+38.7% | $85,709+69.4% | $167,536-13.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 37.07% | 21.45%+15.6pp | 21.49%+15.6pp | 478.82%-441.7pp |
| Employer contribution / active EE | $10,931 | $3,337+227.5% | $2,619+317.4% | $4,839+125.9% |
| Participant deferral / active EE | $9,475 | $4,826+96.3% | $3,924+141.5% | $6,342+49.4% |
| Admin fee / account holder | $4,012 | $10,035-60.0% | $6,876-41.6% | $12,315-67.4% |