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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 | $235,567 | $165,399+42.4% | $149,745+57.3% | $158,982+48.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.74% | 348.34%-332.6pp | 276.72%-261.0pp | 302.99%-287.2pp |
| Employer contribution / active EE | $2,008 | $5,105-60.7% | $4,646-56.8% | $4,763-57.9% |
| Participant deferral / active EE | $13,301 | $7,183+85.2% | $6,843+94.4% | $5,983+122.3% |
| Admin fee / account holder | $41,948 | $10,811+288.0% | $9,312+350.5% | $11,252+272.8% |