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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 | $117,023 | $212,386-44.9% | $199,883-41.5% | $138,895-15.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 23.47% | 47.75%-24.3pp | 43.81%-20.3pp | 145.39%-121.9pp |
| Employer contribution / active EE | $12,822 | $6,625+93.6% | $6,261+104.8% | $4,194+205.7% |
| Participant deferral / active EE | $9,901 | $9,617+2.9% | $9,138+8.3% | $6,396+54.8% |
| Admin fee / account holder | $1,185 | $18,233-93.5% | $17,268-93.1% | $12,562-90.6% |