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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 | $185,030 | $124,425+48.7% | $112,040+65.1% | $137,256+34.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.29% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $16,302 | $3,411+377.9% | $2,954+451.9% | $4,156+292.2% |
| Participant deferral / active EE | $13,981 | $5,718+144.5% | $5,098+174.3% | $6,407+118.2% |
| Admin fee / account holder | $7,320 | $15,207-51.9% | $12,098-39.5% | $12,270-40.3% |