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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 | $149,734 | $100,970+48.3% | $96,576+55.0% | $137,256+9.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.97% | 38.16%-23.2pp | 38.47%-23.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $6,311 | $3,809+65.7% | $3,553+77.6% | $4,156+51.9% |
| Participant deferral / active EE | $50,792 | $8,286+513.0% | $7,956+538.4% | $6,407+692.8% |
| Admin fee / account holder | $92,254 | $11,312+715.6% | $11,381+710.6% | $12,270+651.9% |