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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 | $212,052 | $111,814+89.6% | $103,374+105.1% | $145,959+45.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.67% | 24.77%-14.1pp | 24.89%-14.2pp | 561.95%-551.3pp |
| Employer contribution / active EE | $16,351 | $4,214+288.0% | $3,869+322.6% | $4,661+250.8% |
| Participant deferral / active EE | $11,940 | $5,618+112.5% | $5,058+136.1% | $6,689+78.5% |
| Admin fee / account holder | $4,146 | $9,754-57.5% | $8,394-50.6% | $13,398-69.1% |