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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 | $205,510 | $176,794+16.2% | $146,647+40.1% | $167,553+22.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.11% | 24.04%-14.9pp | 22.75%-13.6pp | 478.89%-469.8pp |
| Employer contribution / active EE | $3,590 | $5,161-30.4% | $4,137-13.2% | $4,840-25.8% |
| Participant deferral / active EE | $20,525 | $6,440+218.7% | $5,506+272.8% | $6,343+223.6% |
| Admin fee / account holder | $6,647 | $13,262-49.9% | $10,281-35.3% | $12,316-46.0% |