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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 | $211,518 | $115,911+82.5% | $100,530+110.4% | $158,950+33.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.79% | 34.80%-19.0pp | 30.89%-15.1pp | 302.91%-287.1pp |
| Employer contribution / active EE | $3,905 | $4,104-4.8% | $3,418+14.3% | $4,762-18.0% |
| Participant deferral / active EE | $11,967 | $6,676+79.3% | $6,271+90.8% | $5,983+100.0% |
| Admin fee / account holder | $156,655 | $10,999+1324.2% | $8,083+1838.1% | $11,248+1292.7% |