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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 | $156,694 | $97,125+61.3% | $86,233+81.7% | $137,256+14.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.69% | 74.19%-61.5pp | 61.39%-48.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $4,803 | $2,841+69.0% | $2,504+91.8% | $4,156+15.6% |
| Participant deferral / active EE | $9,432 | $5,180+82.1% | $4,559+106.9% | $6,407+47.2% |
| Admin fee / account holder | $92,216 | $9,725+848.3% | $8,342+1005.4% | $12,270+651.5% |