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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 | $167,045 | $201,372-17.0% | $184,260-9.3% | $145,884+14.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.96% | 29.04%-15.1pp | 28.84%-14.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $11,583 | $7,024+64.9% | $6,427+80.2% | $4,662+148.4% |
| Participant deferral / active EE | $51,750 | $9,808+427.7% | $9,133+466.6% | $6,690+673.6% |
| Admin fee / account holder | $43,431 | $16,362+165.4% | $13,898+212.5% | $13,392+224.3% |