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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 | $233,059 | $124,330+87.5% | $109,173+113.5% | $167,536+39.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.77% | 26.04%-13.3pp | 25.75%-13.0pp | 478.82%-466.0pp |
| Employer contribution / active EE | $9,769 | $4,209+132.1% | $3,723+162.4% | $4,839+101.9% |
| Participant deferral / active EE | $7,814 | $5,256+48.7% | $4,654+67.9% | $6,342+23.2% |
| Admin fee / account holder | $18,765 | $7,974+135.3% | $6,755+177.8% | $12,315+52.4% |