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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 | $181,903 | $105,856+71.8% | $90,161+101.8% | $147,586+23.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.78% | 37.63%-19.8pp | 34.89%-17.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $17,066 | $4,126+313.6% | $3,318+414.3% | $4,876+250.0% |
| Participant deferral / active EE | $9,092 | $5,733+58.6% | $5,287+72.0% | $5,439+67.2% |
| Admin fee / account holder | $4,323 | $8,046-46.3% | $5,943-27.3% | $10,886-60.3% |