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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 | $106,184 | $105,960+0.2% | $81,726+29.9% | $158,982-33.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 24.62% | 38.19%-13.6pp | 29.49%-4.9pp | 302.99%-278.4pp |
| Employer contribution / active EE | $23,929 | $7,805+206.6% | $4,311+455.1% | $4,763+402.4% |
| Participant deferral / active EE | $16,985 | $13,011+30.5% | $7,108+138.9% | $5,983+183.9% |
| Admin fee / account holder | $40,020 | $8,494+371.1% | $5,160+675.6% | $11,252+255.7% |