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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 | $161,438 | $110,278+46.4% | $95,740+68.6% | $139,466+15.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.65% | 27.19%-11.5pp | 28.41%-12.8pp | 373.66%-358.0pp |
| Employer contribution / active EE | $11,474 | $3,260+251.9% | $2,836+304.6% | $4,754+141.4% |
| Participant deferral / active EE | $9,108 | $4,674+94.8% | $4,244+114.6% | $6,712+35.7% |
| Admin fee / account holder | $991 | $6,613-85.0% | $5,676-82.5% | $11,409-91.3% |