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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 | $196,171 | $111,814+75.4% | $103,378+89.8% | $145,978+34.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.32% | 24.80%-9.5pp | 24.91%-9.6pp | 550.52%-535.2pp |
| Employer contribution / active EE | $9,657 | $4,215+129.1% | $3,870+149.5% | $4,662+107.2% |
| Participant deferral / active EE | $6,187 | $5,618+10.1% | $5,058+22.3% | $6,690-7.5% |
| Admin fee / account holder | $1,681 | $9,764-82.8% | $8,401-80.0% | $13,400-87.5% |