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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 | $151,861 | $99,994+51.9% | $146,647+3.6% | $85,851+76.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.86% | 18.93%-6.1pp | 22.75%-9.9pp | 318.63%-305.8pp |
| Employer contribution / active EE | $6,044 | $2,559+136.2% | $4,137+46.1% | $2,565+135.6% |
| Participant deferral / active EE | $5,681 | $4,006+41.8% | $5,506+3.2% | $3,952+43.7% |
| Admin fee / account holder | $10,273 | $7,703+33.4% | $10,281-0.1% | $6,261+64.1% |