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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 | $134,817+15.1% | $123,973+25.2% | $155,1880% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.52% | 515.49%-503.0pp | 388.13%-375.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $13,134 | $4,425+196.8% | $4,126+218.3% | $4,248+209.2% |
| Participant deferral / active EE | $7,105 | $5,706+24.5% | $5,247+35.4% | $6,531+8.8% |
| Admin fee / account holder | $28,407 | $13,245+114.5% | $11,799+140.8% | $14,480+96.2% |