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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 | $229,141 | $86,298+165.5% | $111,308+105.9% | $85,847+166.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.26% | 19.99%-7.7pp | 54.67%-42.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $5,529 | $2,044+170.6% | $2,732+102.4% | $2,565+115.5% |
| Participant deferral / active EE | $9,825 | $3,641+169.9% | $4,487+118.9% | $3,952+148.6% |
| Admin fee / account holder | $31,719 | $8,189+287.3% | $7,965+298.2% | $6,261+406.6% |