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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 | $174,887 | $106,280+64.6% | $96,538+81.2% | $139,487+25.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.10% | 38.48%-23.4pp | 35.74%-20.6pp | 373.84%-358.7pp |
| Employer contribution / active EE | $18,464 | $4,107+349.6% | $3,740+393.7% | $4,755+288.3% |
| Participant deferral / active EE | $6,148 | $5,457+12.7% | $4,880+26.0% | $6,713-8.4% |
| Admin fee / account holder | $16,376 | $7,888+107.6% | $6,737+143.1% | $11,407+43.6% |