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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 | $205,143 | $104,694+95.9% | $85,709+139.3% | $167,536+22.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.24% | 21.45%-6.2pp | 21.49%-6.3pp | 478.82%-463.6pp |
| Employer contribution / active EE | $3,631 | $3,337+8.8% | $2,619+38.7% | $4,839-25.0% |
| Participant deferral / active EE | $11,696 | $4,826+142.4% | $3,924+198.1% | $6,342+84.4% |
| Admin fee / account holder | $20,057 | $10,035+99.9% | $6,876+191.7% | $12,315+62.9% |