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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 | $209,741 | $106,267+97.4% | $96,520+117.3% | $139,456+50.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.92% | 38.45%-18.5pp | 35.72%-15.8pp | 373.45%-353.5pp |
| Employer contribution / active EE | $5,217 | $4,105+27.1% | $3,739+39.5% | $4,753+9.8% |
| Participant deferral / active EE | $15,624 | $5,454+186.4% | $4,879+220.2% | $6,711+132.8% |
| Admin fee / account holder | $1,182 | $7,882-85.0% | $6,733-82.4% | $11,407-89.6% |