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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 | $182,038 | $141,004+29.1% | $112,273+62.1% | $139,466+30.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.45% | 32.75%-15.3pp | 30.23%-12.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $4,586 | $4,285+7.0% | $3,431+33.7% | $4,754-3.5% |
| Participant deferral / active EE | $9,248 | $5,878+57.3% | $4,800+92.7% | $6,712+37.8% |
| Admin fee / account holder | $5,011 | $9,959-49.7% | $7,752-35.4% | $11,409-56.1% |