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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 | $194,336 | $124,425+56.2% | $112,040+73.5% | $137,256+41.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.96% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $19,025 | $3,411+457.7% | $2,954+544.0% | $4,156+357.8% |
| Participant deferral / active EE | $4,100 | $5,718-28.3% | $5,098-19.6% | $6,407-36.0% |
| Admin fee / account holder | $18,043 | $15,207+18.7% | $12,098+49.1% | $12,270+47.0% |