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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 | $238,468 | $110,337+116.1% | $102,383+132.9% | $145,877+63.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 29.47% | 24.83%+4.6pp | 24.94%+4.5pp | 551.28%-521.8pp |
| Employer contribution / active EE | $24,326 | $4,216+477.0% | $3,870+528.5% | $4,663+421.7% |
| Participant deferral / active EE | $6,724 | $5,621+19.6% | $5,060+32.9% | $6,691+0.5% |
| Admin fee / account holder | $1,273 | $9,750-86.9% | $8,391-84.8% | $13,402-90.5% |