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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 | $176,959 | $124,351+42.3% | $109,188+62.1% | $167,553+5.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.40% | 26.04%-10.6pp | 25.76%-10.4pp | 478.89%-463.5pp |
| Employer contribution / active EE | $13,579 | $4,210+222.6% | $3,723+264.7% | $4,840+180.6% |
| Participant deferral / active EE | $11,413 | $5,257+117.1% | $4,654+145.2% | $6,343+79.9% |
| Admin fee / account holder | $1,285 | $7,975-83.9% | $6,755-81.0% | $12,316-89.6% |