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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 | $153,068 | $110,379+38.7% | $102,412+49.5% | $145,884+4.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.93% | 24.84%-3.9pp | 24.94%-4.0pp | 551.85%-530.9pp |
| Employer contribution / active EE | $6,198 | $4,216+47.0% | $3,870+60.1% | $4,662+32.9% |
| Participant deferral / active EE | $11,716 | $5,622+108.4% | $5,060+131.5% | $6,690+75.1% |
| Admin fee / account holder | $24,818 | $9,745+154.7% | $8,388+195.9% | $13,392+85.3% |