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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 | $191,961 | $106,247+80.7% | $96,515+98.9% | $139,466+37.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.02% | 38.47%-22.4pp | 35.73%-19.7pp | 373.66%-357.6pp |
| Employer contribution / active EE | $13,665 | $4,106+232.8% | $3,740+265.4% | $4,754+187.4% |
| Participant deferral / active EE | $8,473 | $5,456+55.3% | $4,880+73.6% | $6,712+26.2% |
| Admin fee / account holder | $12,417 | $7,885+57.5% | $6,735+84.4% | $11,409+8.8% |