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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 | $213,137 | $97,125+119.4% | $86,233+147.2% | $137,256+55.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.50% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $7,327 | $2,841+157.9% | $2,504+192.6% | $4,156+76.3% |
| Participant deferral / active EE | $18,872 | $5,180+264.4% | $4,559+313.9% | $6,407+194.6% |
| Admin fee / account holder | $4,328 | $9,725-55.5% | $8,342-48.1% | $12,270-64.7% |