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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 | $173,122 | $78,670+120.1% | $109,173+58.6% | $85,847+101.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 23.40% | 25.09%-1.7pp | 25.75%-2.4pp | 318.61%-295.2pp |
| Employer contribution / active EE | $23,621 | $2,734+764.0% | $3,723+534.5% | $2,565+820.8% |
| Participant deferral / active EE | $3,771 | $3,467+8.8% | $4,654-19.0% | $3,952-4.6% |
| Admin fee / account holder | $23,034 | $5,469+321.1% | $6,755+241.0% | $6,261+267.9% |