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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 | $154,969 | $232,540-33.4% | $185,117-16.3% | $147,586+5.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.25% | 43.03%-30.8pp | 40.50%-28.2pp | 578.59%-566.3pp |
| Employer contribution / active EE | $18,076 | $5,195+247.9% | $4,182+332.3% | $4,876+270.7% |
| Participant deferral / active EE | $21,000 | $5,834+260.0% | $5,045+316.3% | $5,439+286.1% |
| Admin fee / account holder | $14,204 | $10,275+38.2% | $8,159+74.1% | $10,886+30.5% |