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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 | $200,935 | $110,307+82.2% | $96,576+108.1% | $139,456+44.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.08% | 26.40%-16.3pp | 25.87%-15.8pp | 373.45%-363.4pp |
| Employer contribution / active EE | $22,187 | $3,619+513.0% | $2,965+648.3% | $4,753+366.8% |
| Participant deferral / active EE | $17,309 | $5,547+212.0% | $4,851+256.8% | $6,711+157.9% |
| Admin fee / account holder | $66,913 | $11,597+477.0% | $8,253+710.8% | $11,407+486.6% |