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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 | $180,384 | $117,895+53.0% | $102,460+76.1% | $145,897+23.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.93% | 31.92%-23.0pp | 29.47%-20.5pp | 552.29%-543.4pp |
| Employer contribution / active EE | $17,075 | $3,619+371.8% | $3,025+464.4% | $4,663+266.2% |
| Participant deferral / active EE | $11,254 | $5,736+96.2% | $5,056+122.6% | $6,689+68.2% |
| Admin fee / account holder | $45,192 | $13,353+238.4% | $9,460+377.7% | $13,390+237.5% |