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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 | $198,109 | $142,354+39.2% | $125,529+57.8% | $155,188+27.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 15.01% | 306.06%-291.0pp | 202.56%-187.5pp | 148.84%-133.8pp |
| Employer contribution / active EE | $6,048 | $3,501+72.7% | $3,058+97.8% | $4,248+42.4% |
| Participant deferral / active EE | $1,768 | $5,491-67.8% | $4,813-63.3% | $6,531-72.9% |
| Admin fee / account holder | $6,387 | $19,392-67.1% | $16,298-60.8% | $14,480-55.9% |