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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 | $138,305 | $154,228-10.3% | $145,433-4.9% | $137,256+0.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.17% | 74.59%-49.4pp | 66.58%-41.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $10,000 | $4,804+108.2% | $4,554+119.6% | $4,156+140.6% |
| Participant deferral / active EE | $21,499 | $8,216+161.7% | $7,897+172.2% | $6,407+235.6% |
| Admin fee / account holder | $73,680 | $14,344+413.7% | $13,129+461.2% | $12,270+500.5% |