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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 | $239,343 | $110,379+116.8% | $102,412+133.7% | $145,884+64.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.46% | 24.84%-15.4pp | 24.94%-15.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $9,474 | $4,216+124.7% | $3,870+144.8% | $4,662+103.2% |
| Participant deferral / active EE | $4,395 | $5,622-21.8% | $5,060-13.1% | $6,690-34.3% |
| Admin fee / account holder | $1,806 | $9,745-81.5% | $8,388-78.5% | $13,392-86.5% |