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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 | $227,597 | $106,280+114.1% | $96,538+135.8% | $139,487+63.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.81% | 38.48%-22.7pp | 35.74%-19.9pp | 373.84%-358.0pp |
| Employer contribution / active EE | $9,639 | $4,107+134.7% | $3,740+157.7% | $4,755+102.7% |
| Participant deferral / active EE | $9,469 | $5,457+73.5% | $4,880+94.0% | $6,713+41.1% |
| Admin fee / account holder | $908 | $7,888-88.5% | $6,737-86.5% | $11,407-92.0% |