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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 | $121,481 | $106,267+14.3% | $96,520+25.9% | $139,456-12.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.01% | 38.45%-23.4pp | 35.72%-20.7pp | 373.45%-358.4pp |
| Employer contribution / active EE | $11,820 | $4,105+188.0% | $3,739+216.2% | $4,753+148.7% |
| Participant deferral / active EE | $8,881 | $5,454+62.8% | $4,879+82.0% | $6,711+32.3% |
| Admin fee / account holder | $2,950 | $7,882-62.6% | $6,733-56.2% | $11,407-74.1% |