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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 | $180,703 | $69,274+160.9% | $64,097+181.9% | $139,487+29.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.68% | 46.00%-30.3pp | 33.75%-18.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $13,898 | $3,187+336.1% | $2,750+405.4% | $4,755+192.3% |
| Participant deferral / active EE | $14,288 | $4,685+205.0% | $3,881+268.1% | $6,713+112.9% |
| Admin fee / account holder | $17,162 | $4,247+304.1% | $3,070+459.1% | $11,407+50.4% |