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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 | $218,062 | $110,212+97.9% | $96,534+125.9% | $139,466+56.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.44% | 26.42%-10.0pp | 25.88%-9.4pp | 373.66%-357.2pp |
| Employer contribution / active EE | $6,648 | $3,620+83.7% | $2,965+124.2% | $4,754+39.9% |
| Participant deferral / active EE | $11,038 | $5,547+99.0% | $4,851+127.5% | $6,712+64.4% |
| Admin fee / account holder | $11,189 | $11,599-3.5% | $8,253+35.6% | $11,409-1.9% |