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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 | $180,150 | $110,240+63.4% | $96,544+86.6% | $139,487+29.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.40% | 26.41%-9.0pp | 25.88%-8.5pp | 373.84%-356.4pp |
| Employer contribution / active EE | $9,710 | $3,622+168.1% | $2,966+227.3% | $4,755+104.2% |
| Participant deferral / active EE | $13,562 | $5,549+144.4% | $4,851+179.5% | $6,713+102.0% |
| Admin fee / account holder | $7,919 | $11,602-31.7% | $8,254-4.1% | $11,407-30.6% |