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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 | $182,093 | $115,225+58.0% | $100,712+80.8% | $138,895+31.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.72% | 40.35%-26.6pp | 33.27%-19.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $9,800 | $2,771+253.6% | $2,313+323.7% | $4,194+133.7% |
| Participant deferral / active EE | $11,375 | $4,699+142.1% | $4,085+178.5% | $6,396+77.8% |
| Admin fee / account holder | $1,631 | $10,844-85.0% | $9,256-82.4% | $12,562-87.0% |