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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 | $133,308 | $114,119+16.8% | $107,187+24.4% | $138,895-4.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.63% | 273.21%-253.6pp | 204.55%-184.9pp | 145.39%-125.8pp |
| Employer contribution / active EE | $11,306 | $4,059+178.6% | $3,782+198.9% | $4,194+169.6% |
| Participant deferral / active EE | $13,262 | $5,538+139.5% | $5,096+160.2% | $6,396+107.3% |
| Admin fee / account holder | $19,641 | $10,024+95.9% | $9,162+114.4% | $12,562+56.3% |