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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 | $223,297 | $117,829+89.5% | $102,423+118.0% | $145,877+53.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 31.83%-18.6pp | 29.42%-16.2pp | 551.28%-538.0pp |
| Employer contribution / active EE | $8,997 | $3,615+148.9% | $3,023+197.6% | $4,663+92.9% |
| Participant deferral / active EE | $12,658 | $5,732+120.8% | $5,054+150.4% | $6,691+89.2% |
| Admin fee / account holder | $10,728 | $13,335-19.6% | $9,455+13.5% | $13,402-20.0% |