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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 | $182,853 | $110,307+65.8% | $96,576+89.3% | $139,456+31.1% |
| Participation rate | 94.4% | 78.1%+16.3pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 10.70% | 26.40%-15.7pp | 25.87%-15.2pp | 373.45%-362.8pp |
| Employer contribution / active EE | $22,559 | $3,619+523.3% | $2,965+660.8% | $4,753+374.7% |
| Participant deferral / active EE | $8,343 | $5,547+50.4% | $4,851+72.0% | $6,711+24.3% |
| Admin fee / account holder | $96,201 | $11,597+729.5% | $8,253+1065.7% | $11,407+743.4% |