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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 | $161,588 | $107,733+50.0% | $92,985+73.8% | $154,746+4.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 9.60% | 30.39%-20.8pp | 27.99%-18.4pp | 172.34%-162.7pp |
| Employer contribution / active EE | $24,395 | $3,126+680.3% | $2,662+816.3% | $4,379+457.1% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,035 | $11,369+23.4% | $9,463+48.3% | $14,365-2.3% |