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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 | $135,377 | $107,368+26.1% | $92,915+45.7% | $152,909-11.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.92% | 145.64%-121.7pp | 109.45%-85.5pp | 345.46%-321.5pp |
| Employer contribution / active EE | $10,600 | $4,222+151.0% | $3,653+190.1% | $4,764+122.5% |
| Participant deferral / active EE | $2,839 | $4,848-41.4% | $4,238-33.0% | $5,851-51.5% |
| Admin fee / account holder | $47,056 | $7,082+564.4% | $5,796+711.9% | $11,601+305.6% |