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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 | $224,092 | $139,948+60.1% | $121,663+84.2% | $154,746+44.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.00% | 230.52%-218.5pp | 147.54%-135.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $20,741 | $3,521+489.1% | $3,020+586.8% | $4,379+373.6% |
| Participant deferral / active EE | $8,833 | $5,629+56.9% | $4,887+80.7% | $6,730+31.2% |
| Admin fee / account holder | $1,132 | $17,321-93.5% | $14,289-92.1% | $14,365-92.1% |