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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 | $210,157 | $110,337+90.5% | $102,383+105.3% | $145,877+44.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.90% | 24.83%-11.9pp | 24.94%-12.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $10,920 | $4,216+159.0% | $3,870+182.2% | $4,663+134.2% |
| Participant deferral / active EE | $18,478 | $5,621+228.8% | $5,060+265.2% | $6,691+176.2% |
| Admin fee / account holder | $1,718 | $9,750-82.4% | $8,391-79.5% | $13,402-87.2% |