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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 | $235,839 | $106,280+121.9% | $96,538+144.3% | $139,487+69.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.28% | 38.48%-22.2pp | 35.74%-19.5pp | 373.84%-357.6pp |
| Employer contribution / active EE | $12,179 | $4,107+196.5% | $3,740+225.6% | $4,755+156.1% |
| Participant deferral / active EE | $16,198 | $5,457+196.8% | $4,880+231.9% | $6,713+141.3% |
| Admin fee / account holder | $22,716 | $7,888+188.0% | $6,737+237.2% | $11,407+99.1% |