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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 | $191,699 | $117,846+62.7% | $102,434+87.1% | $145,884+31.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.57% | 31.90%-19.3pp | 29.46%-16.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $15,810 | $3,615+337.4% | $3,023+423.0% | $4,662+239.1% |
| Participant deferral / active EE | $11,455 | $5,733+99.8% | $5,055+126.6% | $6,690+71.2% |
| Admin fee / account holder | $8,728 | $13,356-34.6% | $9,462-7.8% | $13,392-34.8% |