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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 | $195,966 | $115,917+69.1% | $100,535+94.9% | $158,982+23.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.14% | 34.80%-20.7pp | 30.90%-16.8pp | 302.99%-288.9pp |
| Employer contribution / active EE | $30,943 | $4,105+653.8% | $3,419+805.1% | $4,763+549.7% |
| Participant deferral / active EE | $10,165 | $6,677+52.3% | $6,271+62.1% | $5,983+69.9% |
| Admin fee / account holder | $936 | $11,002-91.5% | $8,085-88.4% | $11,252-91.7% |