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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 | $183,761 | $110,212+66.7% | $96,534+90.4% | $139,466+31.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.87% | 26.42%-14.5pp | 25.88%-14.0pp | 373.66%-361.8pp |
| Employer contribution / active EE | $8,129 | $3,620+124.6% | $2,965+174.1% | $4,754+71.0% |
| Participant deferral / active EE | $11,843 | $5,547+113.5% | $4,851+144.1% | $6,712+76.5% |
| Admin fee / account holder | $5,757 | $11,599-50.4% | $8,253-30.2% | $11,409-49.5% |