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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 | $186,228 | $154,209+20.8% | $130,062+43.2% | $139,487+33.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 32.52%-16.0pp | -137.37%+153.9pp | 373.84%-357.3pp |
| Employer contribution / active EE | $12,640 | $5,292+138.8% | $4,322+192.4% | $4,755+165.8% |
| Participant deferral / active EE | $7,118 | $6,709+6.1% | $5,821+22.3% | $6,713+6.0% |
| Admin fee / account holder | $2,538 | $13,988-81.9% | $10,601-76.1% | $11,407-77.8% |