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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 | $152,630 | $124,351+22.7% | $109,188+39.8% | $167,553-8.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.47% | 26.04%-7.6pp | 25.76%-7.3pp | 478.89%-460.4pp |
| Employer contribution / active EE | $16,286 | $4,210+286.9% | $3,723+337.4% | $4,840+236.5% |
| Participant deferral / active EE | $11,267 | $5,257+114.3% | $4,654+142.1% | $6,343+77.6% |
| Admin fee / account holder | $1,922 | $7,975-75.9% | $6,755-71.6% | $12,316-84.4% |