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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 | $106,588+113.3% | $94,215+141.3% | $155,188+46.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 13.03% | 29.39%-16.4pp | 28.22%-15.2pp | 148.84%-135.8pp |
| Employer contribution / active EE | $7,444 | $3,080+141.7% | $2,675+178.3% | $4,248+75.2% |
| Participant deferral / active EE | $2,985 | $4,802-37.8% | $4,276-30.2% | $6,531-54.3% |
| Admin fee / account holder | $11,667 | $12,281-5.0% | $10,216+14.2% | $14,480-19.4% |