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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 | $118,351 | $73,988+60.0% | $96,538+22.6% | $75,177+57.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.19% | 26.73%-7.5pp | 35.74%-16.5pp | 160.75%-141.6pp |
| Employer contribution / active EE | $11,736 | $2,930+300.5% | $3,740+213.8% | $2,671+339.4% |
| Participant deferral / active EE | $10,943 | $3,660+198.9% | $4,880+124.2% | $4,126+165.2% |
| Admin fee / account holder | $24,255 | $5,220+364.7% | $6,737+260.0% | $5,651+329.2% |