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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 | $240,602 | $176,786+36.1% | $146,643+64.1% | $167,536+43.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.51% | 24.04%-13.5pp | 22.75%-12.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $11,003 | $5,161+113.2% | $4,137+166.0% | $4,839+127.4% |
| Participant deferral / active EE | $9,770 | $6,440+51.7% | $5,506+77.4% | $6,342+54.0% |
| Admin fee / account holder | $6,788 | $13,262-48.8% | $10,280-34.0% | $12,315-44.9% |