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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 | $233,070 | $115,917+101.1% | $100,535+131.8% | $158,982+46.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.97% | 34.80%-22.8pp | 30.90%-18.9pp | 302.99%-291.0pp |
| Employer contribution / active EE | $15,625 | $4,105+280.6% | $3,419+357.1% | $4,763+228.1% |
| Participant deferral / active EE | $13,000 | $6,677+94.7% | $6,271+107.3% | $5,983+117.3% |
| Admin fee / account holder | $7,209 | $11,002-34.5% | $8,085-10.8% | $11,252-35.9% |