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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 | $246,444 | $124,330+98.2% | $109,173+125.7% | $167,536+47.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.79% | 26.04%-15.2pp | 25.75%-15.0pp | 478.82%-468.0pp |
| Employer contribution / active EE | $12,449 | $4,209+195.7% | $3,723+234.4% | $4,839+157.3% |
| Participant deferral / active EE | $13,316 | $5,256+153.3% | $4,654+186.1% | $6,342+110.0% |
| Admin fee / account holder | $6,884 | $7,974-13.7% | $6,755+1.9% | $12,315-44.1% |