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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 | $177,059 | $70,366+151.6% | $66,674+165.6% | $138,895+27.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.18% | 386.41%-370.2pp | 321.24%-305.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $3,485 | $2,765+26.0% | $2,620+33.0% | $4,194-16.9% |
| Participant deferral / active EE | $4,297 | $4,374-1.8% | $4,084+5.2% | $6,396-32.8% |
| Admin fee / account holder | $1,763 | $5,262-66.5% | $5,098-65.4% | $12,562-86.0% |