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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 | $178,758 | $114,013+56.8% | $103,693+72.4% | $155,188+15.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 8.36% | 49.31%-41.0pp | 47.61%-39.3pp | 148.84%-140.5pp |
| Employer contribution / active EE | $9,528 | $3,131+204.3% | $2,920+226.3% | $4,248+124.3% |
| Participant deferral / active EE | $10,681 | $4,970+114.9% | $4,579+133.2% | $6,531+63.5% |
| Admin fee / account holder | $2,880 | $8,407-65.7% | $7,858-63.3% | $14,480-80.1% |