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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 | $97,765+110.4% | $103,486+98.8% | $145,884+41.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.24% | 25.44%-15.2pp | 23.93%-13.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $17,907 | $4,687+282.1% | $4,679+282.7% | $4,662+284.1% |
| Participant deferral / active EE | $7,866 | $6,606+19.1% | $6,628+18.7% | $6,690+17.6% |
| Admin fee / account holder | $26,834 | $12,505+114.6% | $9,354+186.9% | $13,392+100.4% |