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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 | $198,426 | $135,956+45.9% | $123,894+60.2% | $273,972-27.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.65% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $12,498 | $5,170+141.7% | $4,617+170.7% | $4,869+156.7% |
| Participant deferral / active EE | $14,305 | $6,343+125.5% | $5,984+139.0% | $5,287+170.6% |
| Admin fee / account holder | $86,569 | $9,817+781.8% | $8,357+935.9% | $10,133+754.4% |