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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 | $190,017 | $77,419+145.4% | $69,461+173.6% | $152,870+24.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 22.00% | 39.07%-17.1pp | 28.97%-7.0pp | 345.34%-323.3pp |
| Employer contribution / active EE | $14,808 | $3,315+346.7% | $2,779+432.8% | $4,763+210.9% |
| Participant deferral / active EE | $4,936 | $4,414+11.8% | $3,536+39.6% | $5,850-15.6% |
| Admin fee / account holder | $43,716 | $6,207+604.3% | $3,840+1038.6% | $11,597+277.0% |