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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 | $172,535 | $99,994+72.5% | $146,647+17.7% | $85,851+101.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.34% | 18.93%-7.6pp | 22.75%-11.4pp | 318.63%-307.3pp |
| Employer contribution / active EE | $3,476 | $2,559+35.8% | $4,137-16.0% | $2,565+35.5% |
| Participant deferral / active EE | $6,532 | $4,006+63.1% | $5,506+18.6% | $3,952+65.3% |
| Admin fee / account holder | $8,603 | $7,703+11.7% | $10,281-16.3% | $6,261+37.4% |