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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 | $214,929 | $107,809+99.4% | $97,032+121.5% | $155,188+38.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 16.12% | 38.06%-21.9pp | 35.38%-19.3pp | 148.84%-132.7pp |
| Employer contribution / active EE | $5,716 | $2,911+96.3% | $2,629+117.4% | $4,248+34.6% |
| Participant deferral / active EE | $13,690 | $5,129+166.9% | $4,672+193.0% | $6,531+109.6% |
| Admin fee / account holder | $111,163 | $10,717+937.2% | $9,418+1080.4% | $14,480+667.7% |