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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 | $146,228 | $114,013+28.3% | $103,693+41.0% | $155,188-5.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.65% | 49.31%-30.7pp | 47.61%-29.0pp | 148.84%-130.2pp |
| Employer contribution / active EE | $17,261 | $3,131+451.2% | $2,920+491.1% | $4,248+306.3% |
| Participant deferral / active EE | $7,300 | $4,970+46.9% | $4,579+59.4% | $6,531+11.8% |
| Admin fee / account holder | $22,906 | $8,407+172.5% | $7,858+191.5% | $14,480+58.2% |