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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 | $189,125 | $110,278+71.5% | $95,740+97.5% | $139,466+35.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.22% | 27.19%-14.0pp | 28.41%-15.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $18,957 | $3,260+481.4% | $2,836+568.4% | $4,754+298.8% |
| Participant deferral / active EE | $12,096 | $4,674+158.8% | $4,244+185.0% | $6,712+80.2% |
| Admin fee / account holder | $1,808 | $6,613-72.7% | $5,676-68.1% | $11,409-84.2% |