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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 | $184,513 | $98,776+86.8% | $149,745+23.2% | $79,856+131.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.09% | 27.38%-4.3pp | 276.72%-253.6pp | 31.71%-8.6pp |
| Employer contribution / active EE | $3,255 | $3,217+1.2% | $4,646-29.9% | $2,471+31.7% |
| Participant deferral / active EE | $9,818 | $5,681+72.8% | $6,843+43.5% | $3,741+162.5% |
| Admin fee / account holder | $13,741 | $6,053+127.0% | $9,312+47.6% | $5,306+158.9% |