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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 | $149,614 | $110,337+35.6% | $102,383+46.1% | $145,877+2.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.40% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $18,752 | $4,216+344.8% | $3,870+384.5% | $4,663+302.2% |
| Participant deferral / active EE | $12,361 | $5,621+119.9% | $5,060+144.3% | $6,691+84.8% |
| Admin fee / account holder | $17,694 | $9,750+81.5% | $8,391+110.9% | $13,402+32.0% |