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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 | $213,324 | $124,330+71.6% | $109,173+95.4% | $167,536+27.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.85% | 26.04%-15.2pp | 25.75%-14.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $12,481 | $4,209+196.5% | $3,723+235.2% | $4,839+157.9% |
| Participant deferral / active EE | $8,916 | $5,256+69.6% | $4,654+91.6% | $6,342+40.6% |
| Admin fee / account holder | $2,269 | $7,974-71.5% | $6,755-66.4% | $12,315-81.6% |