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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 | $227,391 | $117,846+93.0% | $102,434+122.0% | $145,884+55.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.21% | 31.90%-18.7pp | 29.46%-16.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $11,604 | $3,615+221.0% | $3,023+283.8% | $4,662+148.9% |
| Participant deferral / active EE | $14,161 | $5,733+147.0% | $5,055+180.1% | $6,690+111.7% |
| Admin fee / account holder | $17,975 | $13,356+34.6% | $9,462+90.0% | $13,392+34.2% |