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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 | $151,970 | $97,125+56.5% | $86,233+76.2% | $137,256+10.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.10% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $8,029 | $2,841+182.6% | $2,504+220.6% | $4,156+93.2% |
| Participant deferral / active EE | $13,077 | $5,180+152.5% | $4,559+186.8% | $6,407+104.1% |
| Admin fee / account holder | $7,772 | $9,725-20.1% | $8,342-6.8% | $12,270-36.7% |