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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 | $189,599 | $117,433+61.5% | $99,475+90.6% | $152,897+24.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 17.14% | 31.87%-14.7pp | 30.72%-13.6pp | 345.43%-328.3pp |
| Employer contribution / active EE | $18,388 | $3,013+510.2% | $2,540+623.9% | $4,764+286.0% |
| Participant deferral / active EE | $12,441 | $4,086+204.5% | $3,619+243.8% | $5,851+112.6% |
| Admin fee / account holder | $1,109 | $7,634-85.5% | $6,252-82.3% | $11,599-90.4% |