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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 | $164,705 | $154,193+6.8% | $130,045+26.7% | $139,466+18.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.79% | 32.51%-12.7pp | -137.30%+157.1pp | 373.66%-353.9pp |
| Employer contribution / active EE | $16,195 | $5,292+206.0% | $4,321+274.8% | $4,754+240.7% |
| Participant deferral / active EE | $15,478 | $6,709+130.7% | $5,820+165.9% | $6,712+130.6% |
| Admin fee / account holder | $1,455 | $13,989-89.6% | $10,600-86.3% | $11,409-87.2% |