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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 | $203,161 | $211,224-3.8% | $178,505+13.8% | $145,897+39.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.06% | 30.28%-12.2pp | 27.16%-9.1pp | 552.29%-534.2pp |
| Employer contribution / active EE | $19,496 | $4,577+326.0% | $3,955+392.9% | $4,663+318.1% |
| Participant deferral / active EE | $10,917 | $6,966+56.7% | $6,280+73.8% | $6,689+63.2% |
| Admin fee / account holder | $345,263 | $12,109+2751.3% | $10,428+3211.0% | $13,390+2478.4% |