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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 | $217,497 | $106,280+104.6% | $96,538+125.3% | $139,487+55.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.80% | 38.48%-19.7pp | 35.74%-16.9pp | 373.84%-355.0pp |
| Employer contribution / active EE | $12,720 | $4,107+209.7% | $3,740+240.1% | $4,755+167.5% |
| Participant deferral / active EE | $11,601 | $5,457+112.6% | $4,880+137.7% | $6,713+72.8% |
| Admin fee / account holder | $751 | $7,888-90.5% | $6,737-88.9% | $11,407-93.4% |