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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 | $194,427 | $106,267+83.0% | $96,520+101.4% | $139,456+39.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.30% | 38.45%-19.2pp | 35.72%-16.4pp | 373.45%-354.1pp |
| Employer contribution / active EE | $9,981 | $4,105+143.1% | $3,739+167.0% | $4,753+110.0% |
| Participant deferral / active EE | $9,342 | $5,454+71.3% | $4,879+91.5% | $6,711+39.2% |
| Admin fee / account holder | $15,283 | $7,882+93.9% | $6,733+127.0% | $11,407+34.0% |