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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 | $131,887 | $185,856-29.0% | $170,028-22.4% | $139,456-5.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.11% | 60.52%-48.4pp | 53.39%-41.3pp | 373.45%-361.3pp |
| Employer contribution / active EE | $10,683 | $7,593+40.7% | $6,788+57.4% | $4,753+124.8% |
| Participant deferral / active EE | $4,725 | $11,623-59.4% | $10,409-54.6% | $6,711-29.6% |
| Admin fee / account holder | $3,170 | $15,387-79.4% | $12,820-75.3% | $11,407-72.2% |