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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 | $217,891 | $100,125+117.6% | $81,482+167.4% | $145,978+49.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.23% | 34.44%-23.2pp | 24.79%-13.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $14,944 | $2,977+401.9% | $2,463+506.7% | $4,662+220.6% |
| Participant deferral / active EE | $13,109 | $4,609+184.4% | $3,885+237.4% | $6,690+96.0% |
| Admin fee / account holder | $11,490 | $8,198+40.2% | $5,761+99.4% | $13,400-14.3% |