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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 | $170,525 | $111,301+53.2% | $112,977+50.9% | $158,966+7.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 18.13% | 26.40%-8.3pp | 24.24%-6.1pp | 302.95%-284.8pp |
| Employer contribution / active EE | $14,097 | $4,471+215.3% | $4,255+231.3% | $4,762+196.0% |
| Participant deferral / active EE | $10,480 | $5,880+78.2% | $5,836+79.6% | $5,983+75.2% |
| Admin fee / account holder | $15,868 | $8,392+89.1% | $6,294+152.1% | $11,250+41.1% |