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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 | $195,148 | $125,193+55.9% | $105,591+84.8% | $145,978+33.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.59% | 225.53%-202.9pp | 116.43%-93.8pp | 550.52%-527.9pp |
| Employer contribution / active EE | $19,334 | $3,718+419.9% | $3,166+510.6% | $4,662+314.7% |
| Participant deferral / active EE | $9,626 | $5,708+68.6% | $5,008+92.2% | $6,690+43.9% |
| Admin fee / account holder | $6,686 | $17,277-61.3% | $11,024-39.4% | $13,400-50.1% |