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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 | $141,747 | $174,379-18.7% | $152,093-6.8% | $138,895+2.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.64% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $10,942 | $4,652+135.2% | $4,175+162.1% | $4,194+160.9% |
| Participant deferral / active EE | $11,018 | $6,159+78.9% | $5,451+102.1% | $6,396+72.3% |
| Admin fee / account holder | $46,285 | $16,880+174.2% | $14,497+219.3% | $12,562+268.5% |