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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 | $227,195 | $124,980+81.8% | $108,359+109.7% | $154,746+46.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.01% | 45.00%-29.0pp | 36.89%-20.9pp | 172.34%-156.3pp |
| Employer contribution / active EE | $12,445 | $2,851+336.6% | $2,399+418.6% | $4,379+184.2% |
| Participant deferral / active EE | $13,891 | $4,743+192.9% | $4,137+235.8% | $6,730+106.4% |
| Admin fee / account holder | $1,402 | $11,502-87.8% | $9,741-85.6% | $14,365-90.2% |