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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 | $188,908 | $106,280+77.7% | $96,538+95.7% | $139,487+35.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.52% | 38.48%-23.0pp | 35.74%-20.2pp | 373.84%-358.3pp |
| Employer contribution / active EE | $9,879 | $4,107+140.5% | $3,740+164.1% | $4,755+107.8% |
| Participant deferral / active EE | $8,412 | $5,457+54.2% | $4,880+72.4% | $6,713+25.3% |
| Admin fee / account holder | $31,451 | $7,888+298.7% | $6,737+366.8% | $11,407+175.7% |