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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 | $236,991 | $107,809+119.8% | $97,032+144.2% | $155,188+52.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 17.71% | 38.06%-20.4pp | 35.38%-17.7pp | 148.84%-131.1pp |
| Employer contribution / active EE | $15,816 | $2,911+443.3% | $2,629+501.6% | $4,248+272.3% |
| Participant deferral / active EE | $15,337 | $5,129+199.0% | $4,672+228.3% | $6,531+134.8% |
| Admin fee / account holder | $1,932 | $10,717-82.0% | $9,418-79.5% | $14,480-86.7% |