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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 | $137,181 | $167,483-18.1% | $115,752+18.5% | $147,586-7.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 20.68% | 12.11%+8.6pp | 19.41%+1.3pp | 578.59%-557.9pp |
| Employer contribution / active EE | $8,235 | $4,960+66.0% | $3,492+135.8% | $4,876+68.9% |
| Participant deferral / active EE | $9,615 | $7,037+36.6% | $5,204+84.8% | $5,439+76.8% |
| Admin fee / account holder | $9,622 | $13,069-26.4% | $6,278+53.3% | $10,886-11.6% |