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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 | $187,039 | $124,336+50.4% | $111,303+68.0% | $167,518+11.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 27.76% | 37.45%-9.7pp | 54.66%-26.9pp | 478.71%-450.9pp |
| Employer contribution / active EE | $3,874 | $3,436+12.7% | $2,731+41.8% | $4,838-19.9% |
| Participant deferral / active EE | $12,204 | $5,181+135.6% | $4,487+172.0% | $6,342+92.4% |
| Admin fee / account holder | $17,072 | $10,623+60.7% | $7,966+114.3% | $12,312+38.7% |