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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 | $166,440 | $98,240+69.4% | $82,312+102.2% | $147,586+12.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.06% | 30.85%-8.8pp | 25.88%-3.8pp | 578.59%-556.5pp |
| Employer contribution / active EE | $3,932 | $3,192+23.2% | $2,428+61.9% | $4,876-19.4% |
| Participant deferral / active EE | $6,112 | $4,383+39.4% | $3,706+64.9% | $5,439+12.4% |
| Admin fee / account holder | $16,939 | $8,563+97.8% | $5,608+202.1% | $10,886+55.6% |