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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 | $139,451 | $228,352-38.9% | $185,835-25.0% | $158,966-12.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.11% | 40.81%-25.7pp | 35.96%-20.8pp | 302.95%-287.8pp |
| Employer contribution / active EE | $12,334 | $4,967+148.3% | $4,087+201.8% | $4,762+159.0% |
| Participant deferral / active EE | $8,456 | $6,416+31.8% | $5,633+50.1% | $5,983+41.3% |
| Admin fee / account holder | $2,987 | $11,867-74.8% | $9,502-68.6% | $11,250-73.4% |