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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 | $147,721 | $117,846+25.4% | $102,434+44.2% | $145,884+1.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.45% | 31.90%-22.4pp | 29.46%-20.0pp | 551.85%-542.4pp |
| Employer contribution / active EE | $11,195 | $3,615+209.7% | $3,023+270.3% | $4,662+140.1% |
| Participant deferral / active EE | $7,568 | $5,733+32.0% | $5,055+49.7% | $6,690+13.1% |
| Admin fee / account holder | $1,233 | $13,356-90.8% | $9,462-87.0% | $13,392-90.8% |