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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 | $148,222 | $111,814+32.6% | $103,378+43.4% | $145,978+1.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.79% | 24.80%-13.0pp | 24.91%-13.1pp | 550.52%-538.7pp |
| Employer contribution / active EE | $15,590 | $4,215+269.9% | $3,870+302.8% | $4,662+234.4% |
| Participant deferral / active EE | $9,745 | $5,618+73.5% | $5,058+92.7% | $6,690+45.7% |
| Admin fee / account holder | $1,193 | $9,764-87.8% | $8,401-85.8% | $13,400-91.1% |