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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 | $182,093 | $123,155+47.9% | $108,753+67.4% | $155,188+17.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.72% | 44.73%-31.0pp | 37.47%-23.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $9,800 | $2,811+248.6% | $2,427+303.9% | $4,248+130.7% |
| Participant deferral / active EE | $11,375 | $4,623+146.1% | $4,115+176.5% | $6,531+74.2% |
| Admin fee / account holder | $1,631 | $12,126-86.5% | $10,320-84.2% | $14,480-88.7% |