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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 | $154,813 | $99,053+56.3% | $88,179+75.6% | $138,895+11.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 13.10% | 78.17%-65.1pp | 64.97%-51.9pp | 145.39%-132.3pp |
| Employer contribution / active EE | $12,385 | $2,882+329.7% | $2,549+385.8% | $4,194+195.3% |
| Participant deferral / active EE | $8,414 | $5,225+61.0% | $4,614+82.4% | $6,396+31.5% |
| Admin fee / account holder | $1,027 | $8,748-88.3% | $7,673-86.6% | $12,562-91.8% |