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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 | $244,380 | $106,247+130.0% | $96,515+153.2% | $139,466+75.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.93% | 38.47%-20.5pp | 35.73%-17.8pp | 373.66%-355.7pp |
| Employer contribution / active EE | $12,545 | $4,106+205.5% | $3,740+235.5% | $4,754+163.9% |
| Participant deferral / active EE | $16,928 | $5,456+210.3% | $4,880+246.9% | $6,712+152.2% |
| Admin fee / account holder | $621 | $7,885-92.1% | $6,735-90.8% | $11,409-94.6% |