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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 | $184,053 | $110,240+67.0% | $96,544+90.6% | $139,487+32.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.09% | 26.41%-9.3pp | 25.88%-8.8pp | 373.84%-356.8pp |
| Employer contribution / active EE | $6,431 | $3,622+77.5% | $2,966+116.8% | $4,755+35.3% |
| Participant deferral / active EE | $7,853 | $5,549+41.5% | $4,851+61.9% | $6,713+17.0% |
| Admin fee / account holder | $59,268 | $11,602+410.8% | $8,254+618.0% | $11,407+419.6% |