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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 | $156,587 | $104,251+50.2% | $91,004+72.1% | $147,586+6.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.91% | 27.06%-11.2pp | 4.60%+11.3pp | 578.59%-562.7pp |
| Employer contribution / active EE | $8,682 | $3,116+178.7% | $2,456+253.6% | $4,876+78.0% |
| Participant deferral / active EE | $11,062 | $4,195+163.7% | $3,548+211.8% | $5,439+103.4% |
| Admin fee / account holder | $10,655 | $8,948+19.1% | $5,417+96.7% | $10,886-2.1% |