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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 | $204,373 | $111,814+82.8% | $103,374+97.7% | $145,959+40.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.59% | 24.77%-15.2pp | 24.89%-15.3pp | 561.95%-552.4pp |
| Employer contribution / active EE | $9,379 | $4,214+122.6% | $3,869+142.4% | $4,661+101.2% |
| Participant deferral / active EE | $9,570 | $5,618+70.3% | $5,058+89.2% | $6,689+43.1% |
| Admin fee / account holder | $5,442 | $9,754-44.2% | $8,394-35.2% | $13,398-59.4% |