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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 | $140,836 | $154,209-8.7% | $130,062+8.3% | $139,487+1.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.94% | 32.52%-14.6pp | -137.37%+155.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $9,504 | $5,292+79.6% | $4,322+119.9% | $4,755+99.9% |
| Participant deferral / active EE | $6,819 | $6,709+1.6% | $5,821+17.1% | $6,713+1.6% |
| Admin fee / account holder | $20,222 | $13,988+44.6% | $10,601+90.8% | $11,407+77.3% |