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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 | $217,452 | $111,814+94.5% | $103,374+110.4% | $145,959+49.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.09% | 24.77%-5.7pp | 24.89%-5.8pp | 561.95%-542.9pp |
| Employer contribution / active EE | $18,759 | $4,214+345.2% | $3,869+384.8% | $4,661+302.5% |
| Participant deferral / active EE | $13,289 | $5,618+136.5% | $5,058+162.8% | $6,689+98.7% |
| Admin fee / account holder | $12,275 | $9,754+25.8% | $8,394+46.2% | $13,398-8.4% |