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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 | $191,157 | $106,267+79.9% | $96,520+98.0% | $139,456+37.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.87% | 38.45%-19.6pp | 35.72%-16.8pp | 373.45%-354.6pp |
| Employer contribution / active EE | $10,097 | $4,105+146.0% | $3,739+170.1% | $4,753+112.4% |
| Participant deferral / active EE | $12,083 | $5,454+121.5% | $4,879+147.7% | $6,711+80.0% |
| Admin fee / account holder | $794 | $7,882-89.9% | $6,733-88.2% | $11,407-93.0% |