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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 | $141,378 | $142,354-0.7% | $125,529+12.6% | $155,188-8.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 20.05% | 306.06%-286.0pp | 202.56%-182.5pp | 148.84%-128.8pp |
| Employer contribution / active EE | $18,174 | $3,501+419.1% | $3,058+494.4% | $4,248+327.9% |
| Participant deferral / active EE | $26,615 | $5,491+384.7% | $4,813+453.0% | $6,531+307.5% |
| Admin fee / account holder | $22,348 | $19,392+15.2% | $16,298+37.1% | $14,480+54.3% |