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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 | $227,665 | $110,240+106.5% | $96,544+135.8% | $139,487+63.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.80% | 26.41%-12.6pp | 25.88%-12.1pp | 373.84%-360.0pp |
| Employer contribution / active EE | $7,873 | $3,622+117.3% | $2,966+165.4% | $4,755+65.6% |
| Participant deferral / active EE | $6,486 | $5,549+16.9% | $4,851+33.7% | $6,713-3.4% |
| Admin fee / account holder | $14,192 | $11,602+22.3% | $8,254+71.9% | $11,407+24.4% |