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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 | $99,053+58.2% | $88,179+77.7% | $138,895+12.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 12.69% | 78.17%-65.5pp | 64.97%-52.3pp | 145.39%-132.7pp |
| Employer contribution / active EE | $4,803 | $2,882+66.6% | $2,549+88.4% | $4,194+14.5% |
| Participant deferral / active EE | $9,432 | $5,225+80.5% | $4,614+104.4% | $6,396+47.5% |
| Admin fee / account holder | $92,216 | $8,748+954.1% | $7,673+1101.8% | $12,562+634.1% |