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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 | $134,225 | $102,938+30.4% | $94,105+42.6% | $138,895-3.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 26.71% | 250.28%-223.6pp | 204.55%-177.8pp | 145.39%-118.7pp |
| Employer contribution / active EE | $32,419 | $2,732+1086.7% | $2,504+1194.5% | $4,194+672.9% |
| Participant deferral / active EE | $15,667 | $4,196+273.3% | $3,881+303.7% | $6,396+144.9% |
| Admin fee / account holder | $1,386 | $6,600-79.0% | $6,199-77.6% | $12,562-89.0% |