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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 | $197,931 | $117,846+68.0% | $102,434+93.2% | $145,884+35.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.23% | 31.90%-15.7pp | 29.46%-13.2pp | 551.85%-535.6pp |
| Employer contribution / active EE | $17,824 | $3,615+393.1% | $3,023+489.6% | $4,662+282.3% |
| Participant deferral / active EE | $15,232 | $5,733+165.7% | $5,055+201.3% | $6,690+127.7% |
| Admin fee / account holder | $22,821 | $13,356+70.9% | $9,462+141.2% | $13,392+70.4% |