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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 | $156,786 | $110,410+42.0% | $102,437+53.1% | $145,897+7.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.87% | 24.85%-8.0pp | 24.95%-8.1pp | 552.29%-535.4pp |
| Employer contribution / active EE | $12,521 | $4,217+196.9% | $3,871+223.5% | $4,663+168.5% |
| Participant deferral / active EE | $7,129 | $5,622+26.8% | $5,060+40.9% | $6,689+6.6% |
| Admin fee / account holder | $3,110 | $9,745-68.1% | $8,388-62.9% | $13,390-76.8% |