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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 | $209,274 | $111,814+87.2% | $103,378+102.4% | $145,978+43.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.53% | 24.80%-10.3pp | 24.91%-10.4pp | 550.52%-536.0pp |
| Employer contribution / active EE | $11,081 | $4,215+162.9% | $3,870+186.3% | $4,662+137.7% |
| Participant deferral / active EE | $9,607 | $5,618+71.0% | $5,058+89.9% | $6,690+43.6% |
| Admin fee / account holder | $1,141 | $9,764-88.3% | $8,401-86.4% | $13,400-91.5% |