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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 | $225,311 | $116,203+93.9% | $93,621+140.7% | $152,909+47.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 16.30% | 35.96%-19.7pp | 32.76%-16.5pp | 345.46%-329.2pp |
| Employer contribution / active EE | $10,941 | $3,219+239.9% | $2,719+302.4% | $4,764+129.7% |
| Participant deferral / active EE | $8,505 | $4,605+84.7% | $4,070+109.0% | $5,851+45.4% |
| Admin fee / account holder | $1,512 | $10,751-85.9% | $7,890-80.8% | $11,601-87.0% |