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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 | $178,556 | $142,426+25.4% | $115,167+55.0% | $152,909+16.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 18.49% | 41.48%-23.0pp | 35.60%-17.1pp | 345.46%-327.0pp |
| Employer contribution / active EE | $11,225 | $4,011+179.9% | $3,179+253.1% | $4,764+135.6% |
| Participant deferral / active EE | $17,086 | $5,165+230.8% | $4,169+309.9% | $5,851+192.0% |
| Admin fee / account holder | $12,047 | $8,464+42.3% | $7,089+69.9% | $11,601+3.8% |