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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 | $116,564 | $103,393+12.7% | $87,103+33.8% | $152,909-23.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.60% | 28.10%-10.5pp | 28.19%-10.6pp | 345.46%-327.9pp |
| Employer contribution / active EE | $14,189 | $3,221+340.5% | $2,521+462.7% | $4,764+197.8% |
| Participant deferral / active EE | $13,197 | $4,778+176.2% | $4,049+226.0% | $5,851+125.5% |
| Admin fee / account holder | $16,393 | $12,195+34.4% | $7,491+118.8% | $11,601+41.3% |