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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 | $239,557 | $93,346+156.6% | $71,796+233.7% | $273,972-12.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.95% | 130.39%-121.4pp | 78.04%-69.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $11,103 | $2,733+306.2% | $1,924+476.9% | $4,869+128.0% |
| Participant deferral / active EE | $12,178 | $3,475+250.4% | $2,794+335.8% | $5,287+130.3% |
| Admin fee / account holder | $1,126 | $6,571-82.9% | $4,815-76.6% | $10,133-88.9% |