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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 | $194,005 | $165,939+16.9% | $122,354+58.6% | $147,586+31.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.10% | 34.56%-21.5pp | 30.28%-17.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $7,096 | $5,754+23.3% | $4,051+75.2% | $4,876+45.5% |
| Participant deferral / active EE | $9,032 | $4,005+125.5% | $3,287+174.8% | $5,439+66.1% |
| Admin fee / account holder | $2,284 | $7,425-69.2% | $5,479-58.3% | $10,886-79.0% |