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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 | $162,995 | $112,729+44.6% | $98,716+65.1% | $137,256+18.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.83% | 38.48%-26.6pp | 31.81%-20.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $4,751 | $2,725+74.3% | $2,279+108.5% | $4,156+14.3% |
| Participant deferral / active EE | $8,534 | $4,640+83.9% | $4,048+110.8% | $6,407+33.2% |
| Admin fee / account holder | $39,551 | $10,129+290.5% | $8,703+354.5% | $12,270+222.3% |