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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 | $209,563 | $110,379+89.9% | $102,412+104.6% | $145,884+43.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.86% | 24.84%-8.0pp | 24.94%-8.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $9,362 | $4,216+122.1% | $3,870+141.9% | $4,662+100.8% |
| Participant deferral / active EE | $22,798 | $5,622+305.5% | $5,060+350.5% | $6,690+240.8% |
| Admin fee / account holder | $32,128 | $9,745+229.7% | $8,388+283.0% | $13,392+139.9% |