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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 | $134,342 | $115,911+15.9% | $100,530+33.6% | $158,950-15.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.31% | 34.80%-21.5pp | 30.89%-17.6pp | 302.91%-289.6pp |
| Employer contribution / active EE | $13,016 | $4,104+217.1% | $3,418+280.8% | $4,762+173.3% |
| Participant deferral / active EE | $3,097 | $6,676-53.6% | $6,271-50.6% | $5,983-48.2% |
| Admin fee / account holder | $5,000 | $10,999-54.5% | $8,083-38.1% | $11,248-55.5% |