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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 | $153,693 | $176,786-13.1% | $146,643+4.8% | $167,536-8.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.77% | 24.04%-13.3pp | 22.75%-12.0pp | 478.82%-468.0pp |
| Employer contribution / active EE | $19,663 | $5,161+281.0% | $4,137+375.3% | $4,839+306.3% |
| Participant deferral / active EE | $15,876 | $6,440+146.5% | $5,506+188.3% | $6,342+150.3% |
| Admin fee / account holder | $2,546 | $13,262-80.8% | $10,280-75.2% | $12,315-79.3% |