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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 | $148,029 | $112,729+31.3% | $98,716+50.0% | $137,256+7.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.68% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $11,917 | $2,725+337.3% | $2,279+423.0% | $4,156+186.7% |
| Participant deferral / active EE | $9,170 | $4,640+97.6% | $4,048+126.5% | $6,407+43.1% |
| Admin fee / account holder | $686 | $10,129-93.2% | $8,703-92.1% | $12,270-94.4% |