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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 | $209,727 | $78,682+166.5% | $109,188+92.1% | $85,851+144.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.96% | 25.09%-6.1pp | 25.76%-6.8pp | 318.63%-299.7pp |
| Employer contribution / active EE | $8,111 | $2,734+196.7% | $3,723+117.8% | $2,565+216.2% |
| Participant deferral / active EE | $11,149 | $3,468+221.5% | $4,654+139.6% | $3,952+182.1% |
| Admin fee / account holder | $7,629 | $5,470+39.5% | $6,755+12.9% | $6,261+21.9% |