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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 | $194,756 | $100,805+93.2% | $86,698+124.6% | $134,532+44.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 2.10% | 29.09%-27.0pp | 35.95%-33.9pp | 418.27%-416.2pp |
| Employer contribution / active EE | $6,574 | $3,490+88.4% | $2,837+131.8% | $4,741+38.7% |
| Participant deferral / active EE | $6,987 | $5,339+30.9% | $4,656+50.1% | $6,401+9.2% |
| Admin fee / account holder | $27,340 | $10,925+150.2% | $7,493+264.9% | $11,429+139.2% |