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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 | $137,084 | $106,280+29.0% | $96,538+42.0% | $139,487-1.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.58% | 38.48%-9.9pp | 35.74%-7.2pp | 373.84%-345.3pp |
| Employer contribution / active EE | $11,361 | $4,107+176.6% | $3,740+203.8% | $4,755+138.9% |
| Participant deferral / active EE | $9,293 | $5,457+70.3% | $4,880+90.4% | $6,713+38.4% |
| Admin fee / account holder | $651 | $7,888-91.7% | $6,737-90.3% | $11,407-94.3% |