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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 | $214,429 | $111,814+91.8% | $103,378+107.4% | $145,978+46.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.97% | 24.80%-11.8pp | 24.91%-11.9pp | 550.52%-537.5pp |
| Employer contribution / active EE | $17,671 | $4,215+319.2% | $3,870+356.6% | $4,662+279.1% |
| Participant deferral / active EE | $15,167 | $5,618+170.0% | $5,058+199.9% | $6,690+126.7% |
| Admin fee / account holder | $1,206 | $9,764-87.7% | $8,401-85.7% | $13,400-91.0% |