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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 | $162,121 | $110,212+47.1% | $96,534+67.9% | $139,466+16.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.24% | 26.42%-15.2pp | 25.88%-14.6pp | 373.66%-362.4pp |
| Employer contribution / active EE | $12,412 | $3,620+242.9% | $2,965+318.5% | $4,754+161.1% |
| Participant deferral / active EE | $11,009 | $5,547+98.4% | $4,851+126.9% | $6,712+64.0% |
| Admin fee / account holder | $34,645 | $11,599+198.7% | $8,253+319.8% | $11,409+203.7% |