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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 | $151,328 | $112,729+34.2% | $98,716+53.3% | $137,256+10.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.86% | 38.48%-23.6pp | 31.81%-17.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $17,211 | $2,725+531.5% | $2,279+655.4% | $4,156+314.1% |
| Participant deferral / active EE | $7,818 | $4,640+68.5% | $4,048+93.1% | $6,407+22.0% |
| Admin fee / account holder | $8,431 | $10,129-16.8% | $8,703-3.1% | $12,270-31.3% |