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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 | $235,465 | $110,337+113.4% | $102,383+130.0% | $145,877+61.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.18% | 24.83%-14.7pp | 24.94%-14.8pp | 551.28%-541.1pp |
| Employer contribution / active EE | $12,420 | $4,216+194.6% | $3,870+220.9% | $4,663+166.3% |
| Participant deferral / active EE | $12,424 | $5,621+121.0% | $5,060+145.6% | $6,691+85.7% |
| Admin fee / account holder | $942 | $9,750-90.3% | $8,391-88.8% | $13,402-93.0% |