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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 | $195,360 | $127,790+52.9% | $106,554+83.3% | $167,553+16.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.55% | 33.88%-21.3pp | 26.80%-14.3pp | 478.89%-466.3pp |
| Employer contribution / active EE | $5,139 | $3,427+49.9% | $2,819+82.3% | $4,840+6.2% |
| Participant deferral / active EE | $12,188 | $5,088+139.5% | $4,398+177.1% | $6,343+92.2% |
| Admin fee / account holder | $24,344 | $11,231+116.8% | $7,408+228.6% | $12,316+97.7% |