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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 | $196,817 | $127,790+54.0% | $106,554+84.7% | $167,553+17.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.10% | 33.88%-22.8pp | 26.80%-15.7pp | 478.89%-467.8pp |
| Employer contribution / active EE | $7,193 | $3,427+109.9% | $2,819+155.2% | $4,840+48.6% |
| Participant deferral / active EE | $9,402 | $5,088+84.8% | $4,398+113.8% | $6,343+48.2% |
| Admin fee / account holder | $1,171 | $11,231-89.6% | $7,408-84.2% | $12,316-90.5% |