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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 | $149,625 | $112,729+32.7% | $98,716+51.6% | $137,256+9.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.04% | 38.48%-28.4pp | 31.81%-21.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $4,866 | $2,725+78.6% | $2,279+113.6% | $4,156+17.1% |
| Participant deferral / active EE | $8,957 | $4,640+93.0% | $4,048+121.3% | $6,407+39.8% |
| Admin fee / account holder | $1,282 | $10,129-87.3% | $8,703-85.3% | $12,270-89.5% |