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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 | $133,735 | $228,352-41.4% | $185,827-28.0% | $158,950-15.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.65% | 40.81%-25.2pp | 35.96%-20.3pp | 302.91%-287.3pp |
| Employer contribution / active EE | $11,087 | $4,967+123.2% | $4,087+171.3% | $4,762+132.8% |
| Participant deferral / active EE | $6,500 | $6,416+1.3% | $5,633+15.4% | $5,983+8.6% |
| Admin fee / account holder | $30,311 | $11,867+155.4% | $9,502+219.0% | $11,248+169.5% |