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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 | $125,221 | $105,960+18.2% | $81,726+53.2% | $158,982-21.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 9.98% | 38.19%-28.2pp | 29.49%-19.5pp | 302.99%-293.0pp |
| Employer contribution / active EE | $18,411 | $7,805+135.9% | $4,311+327.1% | $4,763+286.6% |
| Participant deferral / active EE | $8,426 | $13,011-35.2% | $7,108+18.5% | $5,983+40.8% |
| Admin fee / account holder | $2,188 | $8,494-74.2% | $5,160-57.6% | $11,252-80.6% |