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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 | $232,137 | $106,280+118.4% | $96,538+140.5% | $139,487+66.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.83% | 38.48%-13.7pp | 35.74%-10.9pp | 373.84%-349.0pp |
| Employer contribution / active EE | $9,980 | $4,107+143.0% | $3,740+166.8% | $4,755+109.9% |
| Participant deferral / active EE | $20,130 | $5,457+268.9% | $4,880+312.5% | $6,713+199.9% |
| Admin fee / account holder | $1,391 | $7,888-82.4% | $6,737-79.4% | $11,407-87.8% |