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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 | $150,714 | $110,212+36.7% | $96,534+56.1% | $139,466+8.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.09% | 26.42%-9.3pp | 25.88%-8.8pp | 373.66%-356.6pp |
| Employer contribution / active EE | $14,334 | $3,620+296.0% | $2,965+383.4% | $4,754+201.5% |
| Participant deferral / active EE | $11,297 | $5,547+103.6% | $4,851+132.9% | $6,712+68.3% |
| Admin fee / account holder | $733 | $11,599-93.7% | $8,253-91.1% | $11,409-93.6% |