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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 | $201,672 | $110,379+82.7% | $102,412+96.9% | $145,884+38.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.65% | 24.84%-4.2pp | 24.94%-4.3pp | 551.85%-531.2pp |
| Employer contribution / active EE | $4,145 | $4,216-1.7% | $3,870+7.1% | $4,662-11.1% |
| Participant deferral / active EE | $11,706 | $5,622+108.2% | $5,060+131.3% | $6,690+75.0% |
| Admin fee / account holder | $128,057 | $9,745+1214.1% | $8,388+1426.7% | $13,392+856.2% |