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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 | $147,976 | $85,024+74.0% | $70,544+109.8% | $139,466+6.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.31% | 30.39%-18.1pp | 32.79%-20.5pp | 373.66%-361.4pp |
| Employer contribution / active EE | $12,455 | $3,912+218.4% | $2,976+318.5% | $4,754+162.0% |
| Participant deferral / active EE | $7,548 | $5,891+28.1% | $4,568+65.2% | $6,712+12.5% |
| Admin fee / account holder | $3,430 | $8,928-61.6% | $6,427-46.6% | $11,409-69.9% |