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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 | $140,716 | $91,037+54.6% | $71,671+96.3% | $147,586-4.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 20.92% | 20.48%+0.4pp | 20.65%+0.3pp | 578.59%-557.7pp |
| Employer contribution / active EE | $10,006 | $3,327+200.7% | $2,460+306.8% | $4,876+105.2% |
| Participant deferral / active EE | $8,212 | $4,498+82.6% | $3,438+138.9% | $5,439+51.0% |
| Admin fee / account holder | $6,900 | $8,613-19.9% | $5,558+24.1% | $10,886-36.6% |