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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 | $159,226 | $86,298+84.5% | $111,308+43.0% | $85,847+85.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.77% | 19.99%-8.2pp | 54.67%-42.9pp | 318.61%-306.8pp |
| Employer contribution / active EE | $3,228 | $2,044+57.9% | $2,732+18.1% | $2,565+25.8% |
| Participant deferral / active EE | $9,907 | $3,641+172.1% | $4,487+120.8% | $3,952+150.7% |
| Admin fee / account holder | $12,118 | $8,189+48.0% | $7,965+52.1% | $6,261+93.6% |