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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 | $181,836 | $95,415+90.6% | $185,851-2.2% | $85,851+111.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 22.96% | 23.59%-0.6pp | 122.11%-99.1pp | 318.63%-295.7pp |
| Employer contribution / active EE | $5,024 | $3,314+51.6% | $5,168-2.8% | $2,565+95.8% |
| Participant deferral / active EE | $5,914 | $3,424+72.7% | $5,569+6.2% | $3,952+49.6% |
| Admin fee / account holder | $20,652 | $7,215+186.2% | $16,245+27.1% | $6,261+229.9% |