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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 | $160,160 | $126,113+27.0% | $116,096+38.0% | $155,188+3.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 15.08% | 391.72%-376.6pp | 326.25%-311.2pp | 148.84%-133.8pp |
| Employer contribution / active EE | $15,875 | $2,672+494.2% | $2,503+534.1% | $4,248+273.7% |
| Participant deferral / active EE | $9,716 | $4,162+133.4% | $3,952+145.8% | $6,531+48.8% |
| Admin fee / account holder | $10,023 | $8,045+24.6% | $7,704+30.1% | $14,480-30.8% |