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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 | $154,905 | $124,330+24.6% | $109,173+41.9% | $167,536-7.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.30% | 26.04%-10.7pp | 25.75%-10.5pp | 478.82%-463.5pp |
| Employer contribution / active EE | $11,799 | $4,209+180.3% | $3,723+216.9% | $4,839+143.8% |
| Participant deferral / active EE | $11,964 | $5,256+127.6% | $4,654+157.1% | $6,342+88.6% |
| Admin fee / account holder | $22,115 | $7,974+177.3% | $6,755+227.4% | $12,315+79.6% |