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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 | $211,888 | $106,280+99.4% | $96,538+119.5% | $139,487+51.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.18% | 38.48%-22.3pp | 35.74%-19.6pp | 373.84%-357.7pp |
| Employer contribution / active EE | $11,573 | $4,107+181.8% | $3,740+209.4% | $4,755+143.4% |
| Participant deferral / active EE | $6,754 | $5,457+23.8% | $4,880+38.4% | $6,713+0.6% |
| Admin fee / account holder | $7,040 | $7,888-10.8% | $6,737+4.5% | $11,407-38.3% |