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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 | $177,935 | $156,616+13.6% | $133,346+33.4% | $198,609-10.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 8.41% | 44.25%-35.8pp | 36.85%-28.4pp | 202.70%-194.3pp |
| Employer contribution / active EE | $19,414 | $3,368+476.4% | $2,853+580.4% | $5,055+284.0% |
| Participant deferral / active EE | $5,202 | $4,920+5.7% | $4,332+20.1% | $6,977-25.4% |
| Admin fee / account holder | $196,727 | $17,468+1026.2% | $14,264+1279.2% | $19,030+933.8% |