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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 | $197,409 | $106,247+85.8% | $96,515+104.5% | $139,466+41.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.21% | 38.47%-26.3pp | 35.73%-23.5pp | 373.66%-361.5pp |
| Employer contribution / active EE | $10,189 | $4,106+148.1% | $3,740+172.5% | $4,754+114.3% |
| Participant deferral / active EE | $15,685 | $5,456+187.5% | $4,880+221.4% | $6,712+133.7% |
| Admin fee / account holder | $1,416 | $7,885-82.0% | $6,735-79.0% | $11,409-87.6% |