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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 | $228,723 | $96,524+137.0% | $75,900+201.3% | $152,909+49.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 18.11% | 33.93%-15.8pp | 30.73%-12.6pp | 345.46%-327.4pp |
| Employer contribution / active EE | $3,245 | $3,311-2.0% | $2,501+29.7% | $4,764-31.9% |
| Participant deferral / active EE | $10,247 | $4,554+125.0% | $3,604+184.4% | $5,851+75.1% |
| Admin fee / account holder | $19,629 | $8,082+142.9% | $5,421+262.1% | $11,601+69.2% |