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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 | $201,216 | $124,351+61.8% | $109,188+84.3% | $167,553+20.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.01% | 26.04%-12.0pp | 25.76%-11.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $15,853 | $4,210+276.6% | $3,723+325.8% | $4,840+227.6% |
| Participant deferral / active EE | $7,528 | $5,257+43.2% | $4,654+61.8% | $6,343+18.7% |
| Admin fee / account holder | $203,117 | $7,975+2446.9% | $6,755+2906.7% | $12,316+1549.2% |