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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 | $170,427 | $110,379+54.4% | $102,412+66.4% | $145,884+16.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.94% | 24.84%-12.9pp | 24.94%-13.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $10,012 | $4,216+137.5% | $3,870+158.7% | $4,662+114.7% |
| Participant deferral / active EE | $3,859 | $5,622-31.4% | $5,060-23.7% | $6,690-42.3% |
| Admin fee / account holder | $7,321 | $9,745-24.9% | $8,388-12.7% | $13,392-45.3% |