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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 | $202,717 | $228,395-11.2% | $185,861+9.1% | $158,982+27.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.04% | 40.82%-34.8pp | 35.96%-29.9pp | 302.99%-296.9pp |
| Employer contribution / active EE | $22,143 | $4,968+345.7% | $4,088+441.7% | $4,763+364.9% |
| Participant deferral / active EE | $25,110 | $6,417+291.3% | $5,634+345.7% | $5,983+319.6% |
| Admin fee / account holder | $66,708 | $11,869+462.0% | $9,503+601.9% | $11,252+492.9% |