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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 | $178,197 | $141,004+26.4% | $112,273+58.7% | $139,466+27.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.33% | 32.75%-15.4pp | 30.23%-12.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $24,779 | $4,285+478.3% | $3,431+622.1% | $4,754+421.2% |
| Participant deferral / active EE | $27,914 | $5,878+374.9% | $4,800+481.6% | $6,712+315.9% |
| Admin fee / account holder | $18,275 | $9,959+83.5% | $7,752+135.7% | $11,409+60.2% |