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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 | $228,336 | $106,247+114.9% | $96,515+136.6% | $139,466+63.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.07% | 38.47%-26.4pp | 35.73%-23.7pp | 373.66%-361.6pp |
| Employer contribution / active EE | $7,752 | $4,106+88.8% | $3,740+107.3% | $4,754+63.1% |
| Participant deferral / active EE | $20,863 | $5,456+282.4% | $4,880+327.6% | $6,712+210.8% |
| Admin fee / account holder | $2,036 | $7,885-74.2% | $6,735-69.8% | $11,409-82.2% |