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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 | $197,943 | $97,751+102.5% | $103,431+91.4% | $145,978+35.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 25.43%-12.3pp | 23.92%-10.8pp | 550.52%-537.4pp |
| Employer contribution / active EE | $9,649 | $4,684+106.0% | $4,678+106.3% | $4,662+107.0% |
| Participant deferral / active EE | $8,309 | $6,603+25.8% | $6,625+25.4% | $6,690+24.2% |
| Admin fee / account holder | $3,383 | $12,515-73.0% | $9,412-64.1% | $13,400-74.8% |