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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 | $154,179 | $97,125+58.7% | $86,233+78.8% | $137,256+12.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.03% | 74.19%-55.2pp | 61.39%-42.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $6,822 | $2,841+140.1% | $2,504+172.4% | $4,156+64.1% |
| Participant deferral / active EE | $11,914 | $5,180+130.0% | $4,559+161.3% | $6,407+86.0% |
| Admin fee / account holder | $4,552 | $9,725-53.2% | $8,342-45.4% | $12,270-62.9% |