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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 | $97,750+110.4% | $103,464+98.8% | $145,959+40.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.24% | 25.43%-15.2pp | 23.91%-13.7pp | 561.95%-551.7pp |
| Employer contribution / active EE | $17,907 | $4,685+282.2% | $4,677+282.9% | $4,661+284.2% |
| Participant deferral / active EE | $7,866 | $6,603+19.1% | $6,624+18.8% | $6,689+17.6% |
| Admin fee / account holder | $26,834 | $12,515+114.4% | $9,410+185.2% | $13,398+100.3% |