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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 | $180,093 | $110,212+63.4% | $96,534+86.6% | $139,466+29.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.81% | 26.42%-7.6pp | 25.88%-7.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $3,197 | $3,620-11.7% | $2,965+7.8% | $4,754-32.7% |
| Participant deferral / active EE | $8,172 | $5,547+47.3% | $4,851+68.5% | $6,712+21.7% |
| Admin fee / account holder | $18,505 | $11,599+59.5% | $8,253+124.2% | $11,409+62.2% |