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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 | $145,675 | $77,419+88.2% | $69,461+109.7% | $152,885-4.7% |
| Participation rate | 94.1% | 78.1%+16.0pp | 74.6%+19.5pp | 82.5%+11.7pp |
| Annual return | 12.93% | 39.07%-26.1pp | 28.97%-16.0pp | 345.39%-332.5pp |
| Employer contribution / active EE | $9,770 | $3,315+194.7% | $2,779+251.5% | $4,763+105.1% |
| Participant deferral / active EE | $10,989 | $4,414+149.0% | $3,536+210.8% | $5,851+87.8% |
| Admin fee / account holder | $33,320 | $6,207+436.8% | $3,840+767.8% | $11,598+187.3% |