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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 | $184,765 | $103,385+78.7% | $87,104+112.1% | $152,870+20.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 12.89% | 28.10%-15.2pp | 28.19%-15.3pp | 345.34%-332.5pp |
| Employer contribution / active EE | $9,155 | $3,220+184.3% | $2,521+263.1% | $4,763+92.2% |
| Participant deferral / active EE | $4,025 | $4,778-15.8% | $4,049-0.6% | $5,850-31.2% |
| Admin fee / account holder | $48,925 | $12,192+301.3% | $7,490+553.2% | $11,597+321.9% |