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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 | $178,795 | $102,828+73.9% | $105,387+69.7% | $152,909+16.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.74% | 20.85%-4.1pp | 26.82%-10.1pp | 345.46%-328.7pp |
| Employer contribution / active EE | $17,279 | $4,473+286.3% | $4,213+310.1% | $4,764+262.7% |
| Participant deferral / active EE | $6,153 | $5,465+12.6% | $5,502+11.8% | $5,851+5.2% |
| Admin fee / account holder | $661 | $8,683-92.4% | $6,559-89.9% | $11,601-94.3% |