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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 | $241,648 | $97,078+148.9% | $103,065+134.5% | $145,897+65.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 11.91% | 25.49%-13.6pp | 23.95%-12.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $6,808 | $4,680+45.5% | $4,675+45.6% | $4,663+46.0% |
| Participant deferral / active EE | $18,000 | $6,601+172.7% | $6,625+171.7% | $6,689+169.1% |
| Admin fee / account holder | $5,150 | $12,505-58.8% | $9,349-44.9% | $13,390-61.5% |