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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 | $190,542 | $115,917+64.4% | $100,535+89.5% | $158,982+19.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.43% | 34.80%-10.4pp | 30.90%-6.5pp | 302.99%-278.6pp |
| Employer contribution / active EE | $12,358 | $4,105+201.0% | $3,419+261.5% | $4,763+159.5% |
| Participant deferral / active EE | $8,958 | $6,677+34.2% | $6,271+42.8% | $5,983+49.7% |
| Admin fee / account holder | $38,512 | $11,002+250.1% | $8,085+376.4% | $11,252+242.3% |