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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 | $150,456 | $110,337+36.4% | $102,383+47.0% | $145,877+3.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.04% | 24.83%-12.8pp | 24.94%-12.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $6,522 | $4,216+54.7% | $3,870+68.5% | $4,663+39.9% |
| Participant deferral / active EE | $7,777 | $5,621+38.4% | $5,060+53.7% | $6,691+16.2% |
| Admin fee / account holder | $1,182 | $9,750-87.9% | $8,391-85.9% | $13,402-91.2% |