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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 | $157,445 | $111,535+41.2% | $105,223+49.6% | $137,256+14.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.19% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $11,449 | $3,939+190.6% | $3,689+210.4% | $4,156+175.5% |
| Participant deferral / active EE | $17,342 | $5,500+215.3% | $5,072+241.9% | $6,407+170.7% |
| Admin fee / account holder | $1,608 | $9,721-83.5% | $8,859-81.9% | $12,270-86.9% |