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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 | $184,146 | $115,917+58.9% | $100,535+83.2% | $158,982+15.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.79% | 34.80%-24.0pp | 30.90%-20.1pp | 302.99%-292.2pp |
| Employer contribution / active EE | $16,557 | $4,105+303.3% | $3,419+384.3% | $4,763+247.6% |
| Participant deferral / active EE | $11,619 | $6,677+74.0% | $6,271+85.3% | $5,983+94.2% |
| Admin fee / account holder | $429 | $11,002-96.1% | $8,085-94.7% | $11,252-96.2% |