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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 | $110,240+82.3% | $96,544+108.1% | $139,487+44.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.08% | 26.41%-16.3pp | 25.88%-15.8pp | 373.84%-363.8pp |
| Employer contribution / active EE | $22,187 | $3,622+512.5% | $2,966+647.9% | $4,755+366.6% |
| Participant deferral / active EE | $17,309 | $5,549+211.9% | $4,851+256.8% | $6,713+157.9% |
| Admin fee / account holder | $66,913 | $11,602+476.7% | $8,254+710.6% | $11,407+486.6% |