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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 | $189,384 | $165,939+14.1% | $122,354+54.8% | $147,586+28.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.52% | 34.56%-25.0pp | 30.28%-20.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $14,032 | $5,754+143.8% | $4,051+246.4% | $4,876+187.7% |
| Participant deferral / active EE | $9,000 | $4,005+124.7% | $3,287+173.8% | $5,439+65.5% |
| Admin fee / account holder | $1,466 | $7,425-80.3% | $5,479-73.2% | $10,886-86.5% |