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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 | $176,058 | $114,119+54.3% | $107,187+64.3% | $138,895+26.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.93% | 273.21%-261.3pp | 204.55%-192.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,458 | $4,059-39.4% | $3,782-35.0% | $4,194-41.4% |
| Participant deferral / active EE | $20,100 | $5,538+263.0% | $5,096+294.4% | $6,396+214.2% |
| Admin fee / account holder | $17,975 | $10,024+79.3% | $9,162+96.2% | $12,562+43.1% |