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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 | $219,582 | $127,779+71.8% | $106,551+106.1% | $167,518+31.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.68% | 33.87%-17.2pp | 26.80%-10.1pp | 478.71%-462.0pp |
| Employer contribution / active EE | $20,861 | $3,427+508.7% | $2,819+640.0% | $4,838+331.1% |
| Participant deferral / active EE | $8,923 | $5,088+75.4% | $4,398+102.9% | $6,342+40.7% |
| Admin fee / account holder | $991 | $11,228-91.2% | $7,408-86.6% | $12,312-92.0% |