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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 | $228,395-41.4% | $185,861-28.0% | $158,982-15.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.65% | 40.82%-25.2pp | 35.96%-20.3pp | 302.99%-287.3pp |
| Employer contribution / active EE | $11,087 | $4,968+123.2% | $4,088+171.2% | $4,763+132.8% |
| Participant deferral / active EE | $6,500 | $6,417+1.3% | $5,634+15.4% | $5,983+8.6% |
| Admin fee / account holder | $30,311 | $11,869+155.4% | $9,503+219.0% | $11,252+169.4% |