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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 | $233,163 | $118,496+96.8% | $98,461+136.8% | $139,466+67.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 18.96%-7.4pp | 21.17%-9.7pp | 373.66%-362.1pp |
| Employer contribution / active EE | $17,291 | $3,611+378.9% | $3,049+467.2% | $4,754+263.7% |
| Participant deferral / active EE | $7,312 | $5,393+35.6% | $4,738+54.3% | $6,712+8.9% |
| Admin fee / account holder | $8,221 | $14,056-41.5% | $8,961-8.3% | $11,409-27.9% |