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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 | $223,672 | $110,410+102.6% | $102,437+118.4% | $145,897+53.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.85% | 24.85%-4.0pp | 24.95%-4.1pp | 552.29%-531.4pp |
| Employer contribution / active EE | $29,791 | $4,217+606.4% | $3,871+669.7% | $4,663+538.9% |
| Participant deferral / active EE | $25,133 | $5,622+347.1% | $5,060+396.7% | $6,689+275.7% |
| Admin fee / account holder | $19,504 | $9,745+100.1% | $8,388+132.5% | $13,390+45.7% |