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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 | $144,977 | $110,240+31.5% | $96,544+50.2% | $139,487+3.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.14% | 26.41%-8.3pp | 25.88%-7.7pp | 373.84%-355.7pp |
| Employer contribution / active EE | $15,562 | $3,622+329.6% | $2,966+424.6% | $4,755+227.3% |
| Participant deferral / active EE | $8,354 | $5,549+50.5% | $4,851+72.2% | $6,713+24.4% |
| Admin fee / account holder | $49,345 | $11,602+325.3% | $8,254+497.8% | $11,407+332.6% |