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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 | $185,345 | $185,3120% | $161,489+14.8% | $154,746+19.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.93% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $11,906 | $4,769+149.7% | $4,268+178.9% | $4,379+171.9% |
| Participant deferral / active EE | $9,872 | $6,350+55.5% | $5,630+75.4% | $6,730+46.7% |
| Admin fee / account holder | $12,173 | $18,654-34.7% | $16,006-23.9% | $14,365-15.3% |