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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 | $210,308 | $136,860+53.7% | $120,344+74.8% | $154,746+35.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.04% | 21.38%-9.3pp | 20.30%-8.3pp | 172.34%-160.3pp |
| Employer contribution / active EE | $12,094 | $3,533+242.3% | $3,020+300.4% | $4,379+176.2% |
| Participant deferral / active EE | $15,650 | $5,793+170.1% | $5,135+204.8% | $6,730+132.5% |
| Admin fee / account holder | $2,946 | $15,393-80.9% | $12,742-76.9% | $14,365-79.5% |