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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 | $187,258 | $88,996+110.4% | $78,004+140.1% | $138,895+34.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 13.33% | 28.03%-14.7pp | 31.07%-17.7pp | 145.39%-132.1pp |
| Employer contribution / active EE | $21,210 | $2,917+627.1% | $2,469+759.1% | $4,194+405.7% |
| Participant deferral / active EE | $14,040 | $4,724+197.2% | $4,092+243.1% | $6,396+119.5% |
| Admin fee / account holder | $1,469 | $8,807-83.3% | $7,578-80.6% | $12,562-88.3% |