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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 | $187,752 | $99,053+89.5% | $88,179+112.9% | $138,895+35.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.96% | 78.17%-61.2pp | 64.97%-48.0pp | 145.39%-128.4pp |
| Employer contribution / active EE | $27,034 | $2,882+838.0% | $2,549+960.4% | $4,194+544.6% |
| Participant deferral / active EE | $6,110 | $5,225+16.9% | $4,614+32.4% | $6,396-4.5% |
| Admin fee / account holder | $30,419 | $8,748+247.7% | $7,673+296.4% | $12,562+142.1% |