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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 | $155,603 | $149,778+3.9% | $118,946+30.8% | $158,950-2.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 24.89% | 19.95%+4.9pp | 35.89%-11.0pp | 302.91%-278.0pp |
| Employer contribution / active EE | $12,046 | $4,117+192.6% | $3,263+269.1% | $4,762+153.0% |
| Participant deferral / active EE | $7,590 | $5,225+45.3% | $4,266+77.9% | $5,983+26.9% |
| Admin fee / account holder | $34,489 | $8,604+300.8% | $6,581+424.1% | $11,248+206.6% |