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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 | $149,905 | $106,588+40.6% | $94,215+59.1% | $155,188-3.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 19.09% | 29.39%-10.3pp | 28.22%-9.1pp | 148.84%-129.7pp |
| Employer contribution / active EE | $19,624 | $3,080+537.2% | $2,675+633.6% | $4,248+362.0% |
| Participant deferral / active EE | $8,169 | $4,802+70.1% | $4,276+91.1% | $6,531+25.1% |
| Admin fee / account holder | $266,320 | $12,281+2068.5% | $10,216+2506.9% | $14,480+1739.3% |