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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 | $227,720 | $107,733+111.4% | $92,985+144.9% | $154,746+47.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 12.93% | 30.39%-17.5pp | 27.99%-15.1pp | 172.34%-159.4pp |
| Employer contribution / active EE | $3,554 | $3,126+13.7% | $2,662+33.5% | $4,379-18.8% |
| Participant deferral / active EE | $8,334 | $5,053+64.9% | $4,377+90.4% | $6,730+23.8% |
| Admin fee / account holder | $57,103 | $11,369+402.3% | $9,463+503.4% | $14,365+297.5% |