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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 | $167,358 | $114,119+46.7% | $107,187+56.1% | $138,895+20.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.03% | 273.21%-256.2pp | 204.55%-187.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $3,289 | $4,059-19.0% | $3,782-13.0% | $4,194-21.6% |
| Participant deferral / active EE | $6,635 | $5,538+19.8% | $5,096+30.2% | $6,396+3.7% |
| Admin fee / account holder | $17,868 | $10,024+78.3% | $9,162+95.0% | $12,562+42.2% |