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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 | $148,189 | $118,496+25.1% | $98,461+50.5% | $139,466+6.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.78% | 18.96%-3.2pp | 21.17%-5.4pp | 373.66%-357.9pp |
| Employer contribution / active EE | $10,071 | $3,611+178.9% | $3,049+230.4% | $4,754+111.8% |
| Participant deferral / active EE | $12,306 | $5,393+128.2% | $4,738+159.7% | $6,712+83.3% |
| Admin fee / account holder | $42,794 | $14,056+204.5% | $8,961+377.6% | $11,409+275.1% |