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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 | $160,378 | $106,280+50.9% | $96,538+66.1% | $139,487+15.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.77% | 38.48%-22.7pp | 35.74%-20.0pp | 373.84%-358.1pp |
| Employer contribution / active EE | $14,246 | $4,107+246.9% | $3,740+280.9% | $4,755+199.6% |
| Participant deferral / active EE | $7,733 | $5,457+41.7% | $4,880+58.5% | $6,713+15.2% |
| Admin fee / account holder | $1,634 | $7,888-79.3% | $6,737-75.7% | $11,407-85.7% |