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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 | $154,030 | $106,280+44.9% | $96,538+59.6% | $139,487+10.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.09% | 38.48%-24.4pp | 35.74%-21.7pp | 373.84%-359.8pp |
| Employer contribution / active EE | $12,395 | $4,107+201.8% | $3,740+231.4% | $4,755+160.7% |
| Participant deferral / active EE | $9,666 | $5,457+77.1% | $4,880+98.1% | $6,713+44.0% |
| Admin fee / account holder | $7,844 | $7,888-0.6% | $6,737+16.4% | $11,407-31.2% |