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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 | $236,248 | $117,846+100.5% | $102,434+130.6% | $145,884+61.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.42% | 31.90%-22.5pp | 29.46%-20.0pp | 551.85%-542.4pp |
| Employer contribution / active EE | $27,284 | $3,615+654.8% | $3,023+802.5% | $4,662+485.2% |
| Participant deferral / active EE | $12,399 | $5,733+116.3% | $5,055+145.3% | $6,690+85.3% |
| Admin fee / account holder | $1,806 | $13,356-86.5% | $9,462-80.9% | $13,392-86.5% |