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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 | $190,441 | $111,814+70.3% | $103,374+84.2% | $145,959+30.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 24.77%-15.4pp | 24.89%-15.6pp | 561.95%-552.6pp |
| Employer contribution / active EE | $7,674 | $4,214+82.1% | $3,869+98.3% | $4,661+64.6% |
| Participant deferral / active EE | $15,167 | $5,618+170.0% | $5,058+199.9% | $6,689+126.8% |
| Admin fee / account holder | $25,418 | $9,754+160.6% | $8,394+202.8% | $13,398+89.7% |