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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 | $201,909 | $77,419+160.8% | $69,461+190.7% | $152,885+32.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.04% | 39.07%-22.0pp | 28.97%-11.9pp | 345.39%-328.3pp |
| Employer contribution / active EE | $8,721 | $3,315+163.0% | $2,779+213.8% | $4,763+83.1% |
| Participant deferral / active EE | $9,571 | $4,414+116.8% | $3,536+170.7% | $5,851+63.6% |
| Admin fee / account holder | $8,933 | $6,207+43.9% | $3,840+132.7% | $11,598-23.0% |