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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 | $200,042 | $116,203+72.1% | $93,621+113.7% | $152,909+30.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 26.03% | 35.96%-9.9pp | 32.76%-6.7pp | 345.46%-319.4pp |
| Employer contribution / active EE | $9,022 | $3,219+180.3% | $2,719+231.8% | $4,764+89.4% |
| Participant deferral / active EE | $9,961 | $4,605+116.3% | $4,070+144.8% | $5,851+70.2% |
| Admin fee / account holder | $3,192 | $10,751-70.3% | $7,890-59.5% | $11,601-72.5% |