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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 | $211,534 | $111,814+89.2% | $103,374+104.6% | $145,959+44.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.88% | 24.77%-13.9pp | 24.89%-14.0pp | 561.95%-551.1pp |
| Employer contribution / active EE | $8,369 | $4,214+98.6% | $3,869+116.3% | $4,661+79.6% |
| Participant deferral / active EE | $8,678 | $5,618+54.5% | $5,058+71.6% | $6,689+29.7% |
| Admin fee / account holder | $348 | $9,754-96.4% | $8,394-95.9% | $13,398-97.4% |