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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 | $205,780 | $177,595+15.9% | $148,496+38.6% | $198,609+3.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 28.15% | 9.97%+18.2pp | 12.33%+15.8pp | 202.70%-174.5pp |
| Employer contribution / active EE | $5,773 | $4,098+40.9% | $3,497+65.1% | $5,055+14.2% |
| Participant deferral / active EE | $3,060 | $5,539-44.8% | $4,808-36.4% | $6,977-56.1% |
| Admin fee / account holder | $41,914 | $27,010+55.2% | $19,547+114.4% | $19,030+120.3% |