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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 | $247,764 | $127,298+94.6% | $109,916+125.4% | $167,553+47.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.10% | 22.97%-4.9pp | 29.46%-11.4pp | 478.89%-460.8pp |
| Employer contribution / active EE | $14,493 | $3,325+335.9% | $2,844+409.6% | $4,840+199.5% |
| Participant deferral / active EE | $13,509 | $4,513+199.3% | $4,047+233.8% | $6,343+113.0% |
| Admin fee / account holder | $1,356 | $7,119-81.0% | $6,069-77.7% | $12,316-89.0% |