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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 | $213,942 | $97,765+118.8% | $103,486+106.7% | $145,884+46.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.49% | 25.44%-11.9pp | 23.93%-10.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $12,596 | $4,687+168.7% | $4,679+169.2% | $4,662+170.2% |
| Participant deferral / active EE | $18,281 | $6,606+176.7% | $6,628+175.8% | $6,690+173.3% |
| Admin fee / account holder | $4,304 | $12,505-65.6% | $9,354-54.0% | $13,392-67.9% |