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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 | $187,679 | $124,980+50.2% | $108,359+73.2% | $154,746+21.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.11% | 45.00%-27.9pp | 36.89%-19.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $10,949 | $2,851+284.1% | $2,399+356.3% | $4,379+150.0% |
| Participant deferral / active EE | $11,004 | $4,743+132.0% | $4,137+166.0% | $6,730+63.5% |
| Admin fee / account holder | $1,517 | $11,502-86.8% | $9,741-84.4% | $14,365-89.4% |