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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 | $190,707 | $110,240+73.0% | $96,544+97.5% | $139,487+36.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.56% | 26.41%-11.9pp | 25.88%-11.3pp | 373.84%-359.3pp |
| Employer contribution / active EE | $12,897 | $3,622+256.0% | $2,966+334.8% | $4,755+171.3% |
| Participant deferral / active EE | $9,662 | $5,549+74.1% | $4,851+99.1% | $6,713+43.9% |
| Admin fee / account holder | $2,225 | $11,602-80.8% | $8,254-73.0% | $11,407-80.5% |