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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 | $177,706 | $110,410+61.0% | $102,437+73.5% | $145,897+21.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.39% | 24.85%-14.5pp | 24.95%-14.6pp | 552.29%-541.9pp |
| Employer contribution / active EE | $13,298 | $4,217+215.3% | $3,871+243.5% | $4,663+185.2% |
| Participant deferral / active EE | $19,493 | $5,622+246.7% | $5,060+285.2% | $6,689+191.4% |
| Admin fee / account holder | $728 | $9,745-92.5% | $8,388-91.3% | $13,390-94.6% |