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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 | $123,155+20.2% | $108,753+36.1% | $155,188-4.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.68% | 44.73%-28.1pp | 37.47%-20.8pp | 148.84%-132.2pp |
| Employer contribution / active EE | $11,917 | $2,811+323.9% | $2,427+391.1% | $4,248+180.5% |
| Participant deferral / active EE | $9,170 | $4,623+98.3% | $4,115+122.8% | $6,531+40.4% |
| Admin fee / account holder | $686 | $12,126-94.3% | $10,320-93.3% | $14,480-95.3% |