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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 | $241,831 | $110,410+119.0% | $102,437+136.1% | $145,897+65.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.68% | 24.85%-9.2pp | 24.95%-9.3pp | 552.29%-536.6pp |
| Employer contribution / active EE | $23,668 | $4,217+461.2% | $3,871+511.5% | $4,663+407.6% |
| Participant deferral / active EE | $18,988 | $5,622+237.8% | $5,060+275.2% | $6,689+183.9% |
| Admin fee / account holder | $3,283 | $9,745-66.3% | $8,388-60.9% | $13,390-75.5% |