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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 | $144,617 | $106,280+36.1% | $96,538+49.8% | $139,487+3.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.13% | 38.48%-24.4pp | 35.74%-21.6pp | 373.84%-359.7pp |
| Employer contribution / active EE | $5,585 | $4,107+36.0% | $3,740+49.3% | $4,755+17.5% |
| Participant deferral / active EE | $8,706 | $5,457+59.5% | $4,880+78.4% | $6,713+29.7% |
| Admin fee / account holder | $16,938 | $7,888+114.7% | $6,737+151.4% | $11,407+48.5% |