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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 | $236,572 | $149,741+58.0% | $118,914+98.9% | $158,982+48.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.12% | 19.94%-4.8pp | 35.89%-20.8pp | 302.99%-287.9pp |
| Employer contribution / active EE | $11,483 | $4,119+178.8% | $3,264+251.8% | $4,763+141.1% |
| Participant deferral / active EE | $19,543 | $5,226+274.0% | $4,266+358.1% | $5,983+226.6% |
| Admin fee / account holder | $1,109 | $8,607-87.1% | $6,582-83.2% | $11,252-90.1% |