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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 | $162,263 | $165,939-2.2% | $122,354+32.6% | $147,585+9.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 10.31% | 34.56%-24.3pp | 30.28%-20.0pp | 578.58%-568.3pp |
| Employer contribution / active EE | $13,999 | $5,754+143.3% | $4,051+245.6% | $4,876+187.1% |
| Participant deferral / active EE | $4,308 | $4,005+7.6% | $3,287+31.1% | $5,439-20.8% |
| Admin fee / account holder | $18,038 | $7,425+142.9% | $5,479+229.2% | $10,886+65.7% |