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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 | $241,076 | $127,779+88.7% | $106,551+126.3% | $167,518+43.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.91% | 33.87%-24.0pp | 26.80%-16.9pp | 478.71%-468.8pp |
| Employer contribution / active EE | $16,035 | $3,427+367.9% | $2,819+468.8% | $4,838+231.4% |
| Participant deferral / active EE | $5,444 | $5,088+7.0% | $4,398+23.8% | $6,342-14.2% |
| Admin fee / account holder | $1,692 | $11,228-84.9% | $7,408-77.2% | $12,312-86.3% |