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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 | $187,083 | $109,359+71.1% | $162,177+15.4% | $72,975+156.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.13% | 25.46%-0.3pp | 115.60%-90.5pp | 81.01%-55.9pp |
| Employer contribution / active EE | $5,083 | $3,907+30.1% | $5,613-9.4% | $2,440+108.3% |
| Participant deferral / active EE | $3,980 | $5,481-27.4% | $7,297-45.5% | $3,608+10.3% |
| Admin fee / account holder | $66,030 | $7,972+728.3% | $10,843+508.9% | $5,124+1188.6% |