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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 | $229,533 | $110,337+108.0% | $102,383+124.2% | $145,877+57.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.03% | 24.83%-0.8pp | 24.94%-0.9pp | 551.28%-527.3pp |
| Employer contribution / active EE | $19,952 | $4,216+373.2% | $3,870+415.5% | $4,663+327.9% |
| Participant deferral / active EE | $10,668 | $5,621+89.8% | $5,060+110.9% | $6,691+59.5% |
| Admin fee / account holder | $2,078 | $9,750-78.7% | $8,391-75.2% | $13,402-84.5% |