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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 | $187,373 | $110,337+69.8% | $102,383+83.0% | $145,877+28.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.88% | 24.83%-15.0pp | 24.94%-15.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $6,826 | $4,216+61.9% | $3,870+76.4% | $4,663+46.4% |
| Participant deferral / active EE | $22,875 | $5,621+307.0% | $5,060+352.1% | $6,691+241.9% |
| Admin fee / account holder | $69,204 | $9,750+609.8% | $8,391+724.7% | $13,402+416.4% |