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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 | $163,893 | $110,410+48.4% | $102,437+60.0% | $145,897+12.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.28% | 24.85%-8.6pp | 24.95%-8.7pp | 552.29%-536.0pp |
| Employer contribution / active EE | $10,458 | $4,217+148.0% | $3,871+170.2% | $4,663+124.3% |
| Participant deferral / active EE | $11,804 | $5,622+110.0% | $5,060+133.3% | $6,689+76.5% |
| Admin fee / account holder | $1,190 | $9,745-87.8% | $8,388-85.8% | $13,390-91.1% |