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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 | $135,200 | $172,111-21.4% | $150,298-10.0% | $137,256-1.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.03% | 69.37%-44.3pp | 62.79%-37.8pp | 220.34%-195.3pp |
| Employer contribution / active EE | $11,064 | $4,636+138.6% | $4,154+166.3% | $4,156+166.2% |
| Participant deferral / active EE | $5,626 | $6,166-8.7% | $5,453+3.2% | $6,407-12.2% |
| Admin fee / account holder | $368 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |