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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 | $244,567 | $117,895+107.4% | $102,460+138.7% | $145,897+67.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.41% | 31.92%-17.5pp | 29.47%-15.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $4,038 | $3,619+11.6% | $3,025+33.5% | $4,663-13.4% |
| Participant deferral / active EE | $17,729 | $5,736+209.1% | $5,056+250.6% | $6,689+165.0% |
| Admin fee / account holder | $19,353 | $13,353+44.9% | $9,460+104.6% | $13,390+44.5% |