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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 | $187,319 | $110,248+69.9% | $95,728+95.7% | $139,456+34.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.69% | 27.16%-10.5pp | 28.40%-11.7pp | 373.45%-356.8pp |
| Employer contribution / active EE | $9,241 | $3,258+183.6% | $2,835+226.0% | $4,753+94.4% |
| Participant deferral / active EE | $7,006 | $4,675+49.8% | $4,245+65.1% | $6,711+4.4% |
| Admin fee / account holder | $1,611 | $6,607-75.6% | $5,673-71.6% | $11,407-85.9% |