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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 | $125,924 | $110,337+14.1% | $102,383+23.0% | $145,877-13.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.23% | 24.83%-13.6pp | 24.94%-13.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $16,630 | $4,216+294.5% | $3,870+329.7% | $4,663+256.6% |
| Participant deferral / active EE | $13,310 | $5,621+136.8% | $5,060+163.1% | $6,691+98.9% |
| Admin fee / account holder | $11,266 | $9,750+15.6% | $8,391+34.3% | $13,402-15.9% |