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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 | $187,261 | $124,330+50.6% | $109,173+71.5% | $167,536+11.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.63% | 26.04%-11.4pp | 25.75%-11.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $8,100 | $4,209+92.4% | $3,723+117.6% | $4,839+67.4% |
| Participant deferral / active EE | $11,200 | $5,256+113.1% | $4,654+140.7% | $6,342+76.6% |
| Admin fee / account holder | $6,855 | $7,974-14.0% | $6,755+1.5% | $12,315-44.3% |