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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 | $233,304 | $110,379+111.4% | $102,412+127.8% | $145,884+59.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 24.84%-12.5pp | 24.94%-12.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $8,112 | $4,216+92.4% | $3,870+109.6% | $4,662+74.0% |
| Participant deferral / active EE | $9,191 | $5,622+63.5% | $5,060+81.6% | $6,690+37.4% |
| Admin fee / account holder | $21,310 | $9,745+118.7% | $8,388+154.1% | $13,392+59.1% |