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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 | $153,004 | $124,351+23.0% | $109,188+40.1% | $167,553-8.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.59% | 26.04%-13.5pp | 25.76%-13.2pp | 478.89%-466.3pp |
| Employer contribution / active EE | $17,974 | $4,210+327.0% | $3,723+382.8% | $4,840+271.4% |
| Participant deferral / active EE | $1,638 | $5,257-68.8% | $4,654-64.8% | $6,343-74.2% |
| Admin fee / account holder | $1,210 | $7,975-84.8% | $6,755-82.1% | $12,316-90.2% |