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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 | $185,492 | $111,814+65.9% | $103,374+79.4% | $145,959+27.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.73% | 24.77%-10.0pp | 24.89%-10.2pp | 561.95%-547.2pp |
| Employer contribution / active EE | $10,346 | $4,214+145.5% | $3,869+167.4% | $4,661+122.0% |
| Participant deferral / active EE | $8,711 | $5,618+55.1% | $5,058+72.2% | $6,689+30.2% |
| Admin fee / account holder | $1,199 | $9,754-87.7% | $8,394-85.7% | $13,398-91.1% |