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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 | $177,022 | $78,423+125.7% | $95,964+84.5% | $79,856+121.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.91% | 19.37%-8.5pp | 91.64%-80.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $13,184 | $1,945+577.7% | $2,541+418.8% | $2,471+433.5% |
| Participant deferral / active EE | $3,641 | $3,440+5.8% | $4,167-12.6% | $3,741-2.7% |
| Admin fee / account holder | $8,470 | $5,622+50.7% | $6,797+24.6% | $5,306+59.6% |