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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 | $223,570 | $104,251+114.5% | $91,004+145.7% | $147,586+51.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.54% | 27.06%-16.5pp | 4.60%+5.9pp | 578.59%-568.1pp |
| Employer contribution / active EE | $10,177 | $3,116+226.6% | $2,456+314.4% | $4,876+108.7% |
| Participant deferral / active EE | $6,665 | $4,195+58.9% | $3,548+87.9% | $5,439+22.5% |
| Admin fee / account holder | $12,210 | $8,948+36.5% | $5,417+125.4% | $10,886+12.2% |