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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 | $175,722 | $80,983+117.0% | $96,544+82.0% | $75,177+133.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.88% | 27.05%-12.2pp | 25.88%-11.0pp | 160.75%-145.9pp |
| Employer contribution / active EE | $12,436 | $2,282+444.9% | $2,966+319.2% | $2,671+365.6% |
| Participant deferral / active EE | $7,839 | $3,929+99.5% | $4,851+61.6% | $4,126+90.0% |
| Admin fee / account holder | $5,453 | $6,717-18.8% | $8,254-33.9% | $5,651-3.5% |