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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 | $173,806 | $180,028-3.5% | $138,135+25.8% | $158,966+9.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 13.88% | 21.68%-7.8pp | 20.51%-6.6pp | 302.95%-289.1pp |
| Employer contribution / active EE | $12,122 | $7,470+62.3% | $5,587+117.0% | $4,762+154.5% |
| Participant deferral / active EE | $18,665 | $7,717+141.9% | $6,431+190.2% | $5,983+212.0% |
| Admin fee / account holder | $37,491 | $17,912+109.3% | $11,856+216.2% | $11,250+233.3% |