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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 | $175,463 | $110,212+59.2% | $96,534+81.8% | $139,466+25.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.07% | 26.42%-5.3pp | 25.88%-4.8pp | 373.66%-352.6pp |
| Employer contribution / active EE | $13,060 | $3,620+260.8% | $2,965+340.4% | $4,754+174.7% |
| Participant deferral / active EE | $3,492 | $5,547-37.1% | $4,851-28.0% | $6,712-48.0% |
| Admin fee / account holder | $4,222 | $11,599-63.6% | $8,253-48.8% | $11,409-63.0% |