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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 | $243,543 | $165,399+47.2% | $149,745+62.6% | $158,982+53.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.23% | 348.34%-331.1pp | 276.72%-259.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $3,179 | $5,105-37.7% | $4,646-31.6% | $4,763-33.3% |
| Participant deferral / active EE | $3,870 | $7,183-46.1% | $6,843-43.5% | $5,983-35.3% |
| Admin fee / account holder | $29,433 | $10,811+172.2% | $9,312+216.1% | $11,252+161.6% |