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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 | $159,935 | $116,203+37.6% | $93,621+70.8% | $152,909+4.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 22.50% | 35.96%-13.5pp | 32.76%-10.3pp | 345.46%-323.0pp |
| Employer contribution / active EE | $6,974 | $3,219+116.7% | $2,719+156.5% | $4,764+46.4% |
| Participant deferral / active EE | $14,063 | $4,605+205.4% | $4,070+245.6% | $5,851+140.3% |
| Admin fee / account holder | $11,833 | $10,751+10.1% | $7,890+50.0% | $11,601+2.0% |