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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 | $184,173 | $125,778+46.4% | $114,563+60.8% | $154,746+19.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 15.18% | 295.14%-280.0pp | 241.09%-225.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $3,919 | $2,806+39.7% | $2,592+51.2% | $4,379-10.5% |
| Participant deferral / active EE | $2,079 | $4,445-53.2% | $4,142-49.8% | $6,730-69.1% |
| Admin fee / account holder | $23,374 | $8,190+185.4% | $7,623+206.6% | $14,365+62.7% |