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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 | $121,018 | $106,280+13.9% | $96,538+25.4% | $139,487-13.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.48% | 38.48%-25.0pp | 35.74%-22.3pp | 373.84%-360.4pp |
| Employer contribution / active EE | $9,390 | $4,107+128.6% | $3,740+151.1% | $4,755+97.5% |
| Participant deferral / active EE | $22,331 | $5,457+309.2% | $4,880+357.6% | $6,713+232.7% |
| Admin fee / account holder | $37,770 | $7,888+378.8% | $6,737+460.6% | $11,407+231.1% |