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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 | $138,013 | $106,280+29.9% | $96,538+43.0% | $139,487-1.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.81% | 38.48%-21.7pp | 35.74%-18.9pp | 373.84%-357.0pp |
| Employer contribution / active EE | $11,943 | $4,107+190.8% | $3,740+219.3% | $4,755+151.2% |
| Participant deferral / active EE | $19,300 | $5,457+253.7% | $4,880+295.5% | $6,713+187.5% |
| Admin fee / account holder | $504 | $7,888-93.6% | $6,737-92.5% | $11,407-95.6% |