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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 | $233,646 | $117,829+98.3% | $102,423+128.1% | $145,877+60.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.41% | 31.83%-21.4pp | 29.42%-19.0pp | 551.28%-540.9pp |
| Employer contribution / active EE | $10,329 | $3,615+185.8% | $3,023+241.7% | $4,663+121.5% |
| Participant deferral / active EE | $15,874 | $5,732+176.9% | $5,054+214.1% | $6,691+137.3% |
| Admin fee / account holder | $19,291 | $13,335+44.7% | $9,455+104.0% | $13,402+43.9% |