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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 | $112,729+61.5% | $98,716+84.5% | $137,256+32.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.72% | 38.48%-24.8pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $9,800 | $2,725+259.6% | $2,279+330.1% | $4,156+135.8% |
| Participant deferral / active EE | $11,375 | $4,640+145.1% | $4,048+181.0% | $6,407+77.6% |
| Admin fee / account holder | $1,631 | $10,129-83.9% | $8,703-81.3% | $12,270-86.7% |