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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 | $97,078+111.9% | $103,065+99.6% | $145,897+41.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 10.24% | 25.49%-15.3pp | 23.95%-13.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $17,907 | $4,680+282.6% | $4,675+283.0% | $4,663+284.0% |
| Participant deferral / active EE | $7,866 | $6,601+19.2% | $6,625+18.7% | $6,689+17.6% |
| Admin fee / account holder | $26,834 | $12,505+114.6% | $9,349+187.0% | $13,390+100.4% |