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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 | $122,652 | $174,018-29.5% | $136,833-10.4% | $198,609-38.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 14.44% | 35.16%-20.7pp | 35.32%-20.9pp | 202.70%-188.3pp |
| Employer contribution / active EE | $13,479 | $1,571+757.9% | $1,319+922.2% | $5,055+166.6% |
| Participant deferral / active EE | $7,725 | $2,873+168.8% | $2,441+216.5% | $6,977+10.7% |
| Admin fee / account holder | $13,502 | $5,434+148.5% | $4,706+186.9% | $19,030-29.0% |