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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 | $181,743 | $106,247+71.1% | $96,515+88.3% | $139,466+30.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.23% | 38.47%-11.2pp | 35.73%-8.5pp | 373.66%-346.4pp |
| Employer contribution / active EE | $26,187 | $4,106+537.8% | $3,740+600.3% | $4,754+450.8% |
| Participant deferral / active EE | $21,825 | $5,456+300.0% | $4,880+347.3% | $6,712+225.2% |
| Admin fee / account holder | $4,186 | $7,885-46.9% | $6,735-37.8% | $11,409-63.3% |