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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 | $156,835 | $124,330+26.1% | $109,173+43.7% | $167,536-6.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.17% | 26.04%-9.9pp | 25.75%-9.6pp | 478.82%-462.6pp |
| Employer contribution / active EE | $1,572 | $4,209-62.7% | $3,723-57.8% | $4,839-67.5% |
| Participant deferral / active EE | $12,312 | $5,256+134.2% | $4,654+164.6% | $6,342+94.1% |
| Admin fee / account holder | $1,256 | $7,974-84.3% | $6,755-81.4% | $12,315-89.8% |