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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 | $209,763 | $102,245+105.2% | $89,340+134.8% | $137,256+52.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.97% | 21.89%-8.9pp | 20.57%-7.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,072 | $2,529+21.5% | $2,231+37.7% | $4,156-26.1% |
| Participant deferral / active EE | $9,428 | $4,436+112.5% | $3,823+146.6% | $6,407+47.2% |
| Admin fee / account holder | $118,427 | $8,085+1364.7% | $6,704+1666.6% | $12,270+865.2% |