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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 | $192,579 | $152,619+26.2% | $125,195+53.8% | $152,909+25.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.01% | 54.85%-38.8pp | 43.79%-27.8pp | 345.46%-329.5pp |
| Employer contribution / active EE | $9,958 | $4,947+101.3% | $3,866+157.6% | $4,764+109.0% |
| Participant deferral / active EE | $9,152 | $5,869+56.0% | $4,937+85.4% | $5,851+56.4% |
| Admin fee / account holder | $2,407 | $13,437-82.1% | $9,704-75.2% | $11,601-79.3% |