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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 | $139,948+47.0% | $121,663+69.1% | $154,746+33.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 28.15% | 230.52%-202.4pp | 147.54%-119.4pp | 172.34%-144.2pp |
| Employer contribution / active EE | $5,773 | $3,521+64.0% | $3,020+91.2% | $4,379+31.8% |
| Participant deferral / active EE | $3,060 | $5,629-45.6% | $4,887-37.4% | $6,730-54.5% |
| Admin fee / account holder | $41,914 | $17,321+142.0% | $14,289+193.3% | $14,365+191.8% |