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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 | $184,656 | $110,212+67.5% | $96,534+91.3% | $139,466+32.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.87% | 26.42%-6.5pp | 25.88%-6.0pp | 373.66%-353.8pp |
| Employer contribution / active EE | $6,068 | $3,620+67.6% | $2,965+104.6% | $4,754+27.6% |
| Participant deferral / active EE | $8,922 | $5,547+60.8% | $4,851+83.9% | $6,712+32.9% |
| Admin fee / account holder | $8,193 | $11,599-29.4% | $8,253-0.7% | $11,409-28.2% |