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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 | $187,346 | $118,488+58.1% | $98,462+90.3% | $139,487+34.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.52% | 18.96%-0.4pp | 21.17%-2.7pp | 373.84%-355.3pp |
| Employer contribution / active EE | $8,105 | $3,611+124.5% | $3,049+165.8% | $4,755+70.5% |
| Participant deferral / active EE | $5,431 | $5,393+0.7% | $4,738+14.6% | $6,713-19.1% |
| Admin fee / account holder | $9,519 | $13,868-31.4% | $8,875+7.3% | $11,407-16.6% |