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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 | $194,412 | $127,296+52.7% | $109,907+76.9% | $167,536+16.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.80% | 22.97%-14.2pp | 29.46%-20.7pp | 478.82%-470.0pp |
| Employer contribution / active EE | $19,281 | $3,325+479.9% | $2,844+578.0% | $4,839+298.4% |
| Participant deferral / active EE | $4,817 | $4,513+6.7% | $4,047+19.0% | $6,342-24.0% |
| Admin fee / account holder | $10,033 | $7,119+40.9% | $6,069+65.3% | $12,315-18.5% |