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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 | $110,337+72.6% | $102,383+86.0% | $145,877+30.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 24.83%-15.5pp | 24.94%-15.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $7,674 | $4,216+82.0% | $3,870+98.3% | $4,663+64.6% |
| Participant deferral / active EE | $15,167 | $5,621+169.8% | $5,060+199.8% | $6,691+126.7% |
| Admin fee / account holder | $25,418 | $9,750+160.7% | $8,391+202.9% | $13,402+89.7% |