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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 | $206,844 | $228,395-9.4% | $185,861+11.3% | $158,982+30.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.82% | 40.82%-26.0pp | 35.96%-21.1pp | 302.99%-288.2pp |
| Employer contribution / active EE | $11,403 | $4,968+129.5% | $4,088+178.9% | $4,763+139.4% |
| Participant deferral / active EE | $11,115 | $6,417+73.2% | $5,634+97.3% | $5,983+85.8% |
| Admin fee / account holder | $36,881 | $11,869+210.7% | $9,503+288.1% | $11,252+227.8% |