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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 | $201,023 | $115,225+74.5% | $100,712+99.6% | $138,895+44.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 10.02% | 40.35%-30.3pp | 33.27%-23.2pp | 145.39%-135.4pp |
| Employer contribution / active EE | $3,433 | $2,771+23.9% | $2,313+48.5% | $4,194-18.1% |
| Participant deferral / active EE | $10,675 | $4,699+127.2% | $4,085+161.3% | $6,396+66.9% |
| Admin fee / account holder | $1,518 | $10,844-86.0% | $9,256-83.6% | $12,562-87.9% |