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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 | $182,002 | $142,354+27.9% | $125,529+45.0% | $155,188+17.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 9.24% | 306.06%-296.8pp | 202.56%-193.3pp | 148.84%-139.6pp |
| Employer contribution / active EE | $8,706 | $3,501+148.6% | $3,058+184.7% | $4,248+105.0% |
| Participant deferral / active EE | $5,481 | $5,491-0.2% | $4,813+13.9% | $6,531-16.1% |
| Admin fee / account holder | $1,848 | $19,392-90.5% | $16,298-88.7% | $14,480-87.2% |