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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 | $125,629 | $172,111-27.0% | $150,298-16.4% | $137,256-8.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.78% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $9,901 | $4,636+113.6% | $4,154+138.3% | $4,156+138.2% |
| Participant deferral / active EE | $6,889 | $6,166+11.7% | $5,453+26.3% | $6,407+7.5% |
| Admin fee / account holder | $2,154 | $16,471-86.9% | $14,116-84.7% | $12,270-82.4% |