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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 | $184,202 | $110,410+66.8% | $102,437+79.8% | $145,897+26.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.46% | 24.85%-14.4pp | 24.95%-14.5pp | 552.29%-541.8pp |
| Employer contribution / active EE | $9,159 | $4,217+117.2% | $3,871+136.6% | $4,663+96.4% |
| Participant deferral / active EE | $7,620 | $5,622+35.5% | $5,060+50.6% | $6,689+13.9% |
| Admin fee / account holder | $1,936 | $9,745-80.1% | $8,388-76.9% | $13,390-85.5% |