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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 | $182,785 | $93,598+95.3% | $135,974+34.4% | $75,173+143.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.08% | 30.89%-13.8pp | 68.30%-51.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $13,740 | $3,538+288.4% | $4,859+182.8% | $2,671+414.4% |
| Participant deferral / active EE | $19,176 | $6,405+199.4% | $7,760+147.1% | $4,126+364.7% |
| Admin fee / account holder | $3,676 | $6,978-47.3% | $10,767-65.9% | $5,651-34.9% |