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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 | $233,992 | $111,814+109.3% | $103,374+126.4% | $145,959+60.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.27% | 24.77%-10.5pp | 24.89%-10.6pp | 561.95%-547.7pp |
| Employer contribution / active EE | $46,000 | $4,214+991.7% | $3,869+1088.8% | $4,661+887.0% |
| Participant deferral / active EE | $23,000 | $5,618+309.4% | $5,058+354.8% | $6,689+243.9% |
| Admin fee / account holder | $9,647 | $9,754-1.1% | $8,394+14.9% | $13,398-28.0% |