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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 | $249,793 | $110,379+126.3% | $102,412+143.9% | $145,884+71.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.61% | 24.84%-13.2pp | 24.94%-13.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $23,482 | $4,216+456.9% | $3,870+506.8% | $4,662+403.7% |
| Participant deferral / active EE | $13,395 | $5,622+138.3% | $5,060+164.7% | $6,690+100.2% |
| Admin fee / account holder | $3,077 | $9,745-68.4% | $8,388-63.3% | $13,392-77.0% |