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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 | $166,840 | $124,330+34.2% | $109,173+52.8% | $167,536-0.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.74% | 26.04%-11.3pp | 25.75%-11.0pp | 478.82%-464.1pp |
| Employer contribution / active EE | $14,328 | $4,209+240.4% | $3,723+284.9% | $4,839+196.1% |
| Participant deferral / active EE | $2,983 | $5,256-43.2% | $4,654-35.9% | $6,342-53.0% |
| Admin fee / account holder | $3,788 | $7,974-52.5% | $6,755-43.9% | $12,315-69.2% |