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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 | $206,365 | $113,338+82.1% | $94,993+117.2% | $147,585+39.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.36% | 20.80%-5.4pp | 27.14%-11.8pp | 578.58%-563.2pp |
| Employer contribution / active EE | $10,976 | $3,160+247.3% | $2,603+321.6% | $4,876+125.1% |
| Participant deferral / active EE | $7,236 | $3,777+91.6% | $3,317+118.2% | $5,439+33.1% |
| Admin fee / account holder | $4,280 | $6,063-29.4% | $4,960-13.7% | $10,886-60.7% |