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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 | $182,732 | $106,280+71.9% | $96,538+89.3% | $139,487+31.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.03% | 38.48%-18.5pp | 35.74%-15.7pp | 373.84%-353.8pp |
| Employer contribution / active EE | $9,793 | $4,107+138.4% | $3,740+161.8% | $4,755+106.0% |
| Participant deferral / active EE | $4,577 | $5,457-16.1% | $4,880-6.2% | $6,713-31.8% |
| Admin fee / account holder | $55,357 | $7,888+601.8% | $6,737+721.6% | $11,407+385.3% |