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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 | $206,220 | $100,811+104.6% | $86,698+137.9% | $134,545+53.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 14.04% | 29.11%-15.1pp | 35.96%-21.9pp | 418.37%-404.3pp |
| Employer contribution / active EE | $12,850 | $3,490+268.2% | $2,837+353.0% | $4,742+171.0% |
| Participant deferral / active EE | $4,803 | $5,339-10.1% | $4,656+3.1% | $6,401-25.0% |
| Admin fee / account holder | $116,121 | $10,926+962.8% | $7,492+1449.9% | $11,431+915.9% |