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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 | $238,986 | $182,442+31.0% | $163,379+46.3% | $138,895+72.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.86% | 72.74%-58.9pp | 63.41%-49.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $18,360 | $4,159+341.4% | $3,752+389.3% | $4,194+337.7% |
| Participant deferral / active EE | $3,671 | $6,817-46.1% | $6,282-41.6% | $6,396-42.6% |
| Admin fee / account holder | $56,398 | $10,396+442.5% | $9,818+474.4% | $12,562+348.9% |