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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 | $218,771 | $124,330+76.0% | $109,173+100.4% | $167,536+30.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.87% | 26.04%-14.2pp | 25.75%-13.9pp | 478.82%-467.0pp |
| Employer contribution / active EE | $10,897 | $4,209+158.9% | $3,723+192.7% | $4,839+125.2% |
| Participant deferral / active EE | $14,180 | $5,256+169.8% | $4,654+204.7% | $6,342+123.6% |
| Admin fee / account holder | $798 | $7,974-90.0% | $6,755-88.2% | $12,315-93.5% |