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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 | $237,428 | $107,666+120.5% | $102,184+132.4% | $154,746+53.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 11.62% | 29.33%-17.7pp | 31.58%-20.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $18,000 | $3,846+368.0% | $3,594+400.9% | $4,379+311.0% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,775 | $12,943-86.3% | $11,609-84.7% | $14,365-87.6% |