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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 | $146,473 | $112,729+29.9% | $98,716+48.4% | $137,256+6.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.85% | 38.48%-20.6pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $11,684 | $2,725+328.7% | $2,279+412.8% | $4,156+181.1% |
| Participant deferral / active EE | $4,115 | $4,640-11.3% | $4,048+1.7% | $6,407-35.8% |
| Admin fee / account holder | $3,834 | $10,129-62.1% | $8,703-55.9% | $12,270-68.8% |