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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 | $227,359 | $85,060+167.3% | $70,548+222.3% | $139,456+63.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.78% | 30.38%-15.6pp | 32.78%-18.0pp | 373.45%-358.7pp |
| Employer contribution / active EE | $3,854 | $3,911-1.5% | $2,975+29.5% | $4,753-18.9% |
| Participant deferral / active EE | $9,904 | $5,890+68.1% | $4,567+116.9% | $6,711+47.6% |
| Admin fee / account holder | $6,180 | $8,925-30.8% | $6,424-3.8% | $11,407-45.8% |