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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 | $143,439 | $132,634+8.1% | $115,768+23.9% | $137,256+4.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.94% | 160.70%-145.8pp | 100.46%-85.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $14,000 | $3,360+316.7% | $2,940+376.2% | $4,156+236.8% |
| Participant deferral / active EE | $9,960 | $5,619+77.3% | $4,917+102.6% | $6,407+55.5% |
| Admin fee / account holder | $1,143 | $15,028-92.4% | $12,439-90.8% | $12,270-90.7% |