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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 | $143,976 | $87,166+65.2% | $76,735+87.6% | $137,256+4.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.71% | 26.50%-9.8pp | 29.77%-13.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $17,903 | $2,904+516.4% | $2,454+629.5% | $4,156+330.8% |
| Participant deferral / active EE | $9,672 | $4,726+104.6% | $4,088+136.6% | $6,407+51.0% |
| Admin fee / account holder | $5,386 | $8,403-35.9% | $7,189-25.1% | $12,270-56.1% |