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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 | $139,058 | $108,922+27.7% | $100,398+38.5% | $145,978-4.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.63% | 58.04%-44.4pp | 49.32%-35.7pp | 550.52%-536.9pp |
| Employer contribution / active EE | $14,584 | $4,426+229.5% | $3,946+269.6% | $4,662+212.8% |
| Participant deferral / active EE | $2,262 | $8,450-73.2% | $8,084-72.0% | $6,690-66.2% |
| Admin fee / account holder | $7,857 | $9,680-18.8% | $7,893-0.5% | $13,400-41.4% |