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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 | $189,892 | $135,956+39.7% | $123,894+53.3% | $273,972-30.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.26% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $12,704 | $5,170+145.7% | $4,617+175.2% | $4,869+160.9% |
| Participant deferral / active EE | $6,701 | $6,343+5.7% | $5,984+12.0% | $5,287+26.7% |
| Admin fee / account holder | $80,952 | $9,817+724.6% | $8,357+868.7% | $10,133+698.9% |