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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 | $101,000 | $212,386-52.4% | $199,883-49.5% | $138,895-27.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.13% | 47.75%-32.6pp | 43.81%-28.7pp | 145.39%-130.3pp |
| Employer contribution / active EE | $10,883 | $6,625+64.3% | $6,261+73.8% | $4,194+159.5% |
| Participant deferral / active EE | $13,987 | $9,617+45.4% | $9,138+53.1% | $6,396+118.7% |
| Admin fee / account holder | $1,525 | $18,233-91.6% | $17,268-91.2% | $12,562-87.9% |