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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 | $233,657 | $110,410+111.6% | $102,437+128.1% | $145,897+60.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.59% | 24.85%-1.3pp | 24.95%-1.4pp | 552.29%-528.7pp |
| Employer contribution / active EE | $18,638 | $4,217+342.0% | $3,871+381.5% | $4,663+299.7% |
| Participant deferral / active EE | $10,817 | $5,622+92.4% | $5,060+113.8% | $6,689+61.7% |
| Admin fee / account holder | $3,728 | $9,745-61.7% | $8,388-55.6% | $13,390-72.2% |