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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 | $177,392 | $117,444+51.0% | $99,479+78.3% | $152,909+16.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 9.78% | 31.87%-22.1pp | 30.72%-20.9pp | 345.46%-335.7pp |
| Employer contribution / active EE | $9,304 | $3,014+208.7% | $2,540+266.2% | $4,764+95.3% |
| Participant deferral / active EE | $5,518 | $4,086+35.0% | $3,619+52.5% | $5,851-5.7% |
| Admin fee / account holder | $1,240 | $7,635-83.8% | $6,253-80.2% | $11,601-89.3% |