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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 | $196,502 | $162,781+20.7% | $133,956+46.7% | $158,931+23.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.27% | 41.94%-20.7pp | 45.09%-23.8pp | 302.86%-281.6pp |
| Employer contribution / active EE | $10,133 | $4,975+103.7% | $3,919+158.6% | $4,761+112.8% |
| Participant deferral / active EE | $6,500 | $5,911+10.0% | $5,048+28.8% | $5,982+8.7% |
| Admin fee / account holder | $1,628 | $11,736-86.1% | $8,927-81.8% | $11,247-85.5% |