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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 | $205,693 | $97,751+110.4% | $103,447+98.8% | $145,877+41.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.24% | 25.43%-15.2pp | 23.92%-13.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $17,907 | $4,684+282.3% | $4,678+282.8% | $4,663+284.0% |
| Participant deferral / active EE | $7,866 | $6,603+19.1% | $6,624+18.8% | $6,691+17.6% |
| Admin fee / account holder | $26,834 | $12,515+114.4% | $9,415+185.0% | $13,402+100.2% |