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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 | $111,814+87.4% | $103,374+102.7% | $145,959+43.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.86% | 24.77%-7.9pp | 24.89%-8.0pp | 561.95%-545.1pp |
| Employer contribution / active EE | $9,362 | $4,214+122.2% | $3,869+142.0% | $4,661+100.9% |
| Participant deferral / active EE | $22,798 | $5,618+305.8% | $5,058+350.8% | $6,689+240.9% |
| Admin fee / account holder | $32,128 | $9,754+229.4% | $8,394+282.7% | $13,398+139.8% |