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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 | $227,378 | $87,166+160.9% | $76,735+196.3% | $137,256+65.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.03% | 26.50%-13.5pp | 29.77%-16.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $7,444 | $2,904+156.3% | $2,454+203.3% | $4,156+79.1% |
| Participant deferral / active EE | $2,985 | $4,726-36.8% | $4,088-27.0% | $6,407-53.4% |
| Admin fee / account holder | $11,667 | $8,403+38.8% | $7,189+62.3% | $12,270-4.9% |