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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 | $139,856 | $124,346+12.5% | $111,306+25.7% | $167,553-16.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.24% | 37.46%-23.2pp | 54.67%-40.4pp | 478.89%-464.6pp |
| Employer contribution / active EE | $12,043 | $3,438+250.3% | $2,732+340.8% | $4,840+148.8% |
| Participant deferral / active EE | $5,667 | $5,182+9.4% | $4,488+26.3% | $6,343-10.7% |
| Admin fee / account holder | $8,969 | $10,623-15.6% | $7,966+12.6% | $12,316-27.2% |