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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 | $183,502 | $183,5160% | $155,534+18.0% | $145,884+25.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.38% | 61.43%-42.0pp | 64.92%-45.5pp | 551.85%-532.5pp |
| Employer contribution / active EE | $36,917 | $5,315+594.6% | $4,675+689.7% | $4,662+691.8% |
| Participant deferral / active EE | $26,803 | $6,467+314.5% | $5,630+376.0% | $6,690+300.7% |
| Admin fee / account holder | $84,713 | $19,293+339.1% | $15,900+432.8% | $13,392+532.6% |