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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 | $221,481 | $157,270+40.8% | $141,173+56.9% | $152,870+44.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.71% | 64.33%-47.6pp | 71.40%-54.7pp | 345.34%-328.6pp |
| Employer contribution / active EE | $3,000 | $5,261-43.0% | $4,735-36.6% | $4,763-37.0% |
| Participant deferral / active EE | $13,208 | $7,110+85.8% | $6,710+96.9% | $5,850+125.8% |
| Admin fee / account holder | $718 | $12,121-94.1% | $10,262-93.0% | $11,597-93.8% |