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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 | $155,167 | $114,119+36.0% | $107,187+44.8% | $138,895+11.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.52% | 273.21%-260.7pp | 204.55%-192.0pp | 145.39%-132.9pp |
| Employer contribution / active EE | $13,134 | $4,059+223.6% | $3,782+247.3% | $4,194+213.1% |
| Participant deferral / active EE | $7,105 | $5,538+28.3% | $5,096+39.4% | $6,396+11.1% |
| Admin fee / account holder | $28,407 | $10,024+183.4% | $9,162+210.0% | $12,562+126.1% |