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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 | $186,455 | $110,410+68.9% | $102,437+82.0% | $145,897+27.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.44% | 24.85%-15.4pp | 24.95%-15.5pp | 552.29%-542.8pp |
| Employer contribution / active EE | $4,247 | $4,217+0.7% | $3,871+9.7% | $4,663-8.9% |
| Participant deferral / active EE | $13,542 | $5,622+140.9% | $5,060+167.6% | $6,689+102.4% |
| Admin fee / account holder | $31,393 | $9,745+222.1% | $8,388+274.3% | $13,390+134.4% |