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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 | $152,423 | $110,212+38.3% | $96,534+57.9% | $139,466+9.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.10% | 26.42%-7.3pp | 25.88%-6.8pp | 373.66%-354.6pp |
| Employer contribution / active EE | $11,905 | $3,620+228.9% | $2,965+301.5% | $4,754+150.4% |
| Participant deferral / active EE | $10,510 | $5,547+89.5% | $4,851+116.7% | $6,712+56.6% |
| Admin fee / account holder | $1,229 | $11,599-89.4% | $8,253-85.1% | $11,409-89.2% |