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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 | $212,841 | $114,013+86.7% | $103,693+105.3% | $155,188+37.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.52% | 49.31%-31.8pp | 47.61%-30.1pp | 148.84%-131.3pp |
| Employer contribution / active EE | $11,605 | $3,131+270.6% | $2,920+297.4% | $4,248+173.2% |
| Participant deferral / active EE | $5,746 | $4,970+15.6% | $4,579+25.5% | $6,531-12.0% |
| Admin fee / account holder | $7,307 | $8,407-13.1% | $7,858-7.0% | $14,480-49.5% |