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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 | $169,534 | $115,917+46.3% | $100,535+68.6% | $158,982+6.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.55% | 34.80%-16.3pp | 30.90%-12.4pp | 302.99%-284.4pp |
| Employer contribution / active EE | $23,931 | $4,105+482.9% | $3,419+600.0% | $4,763+402.4% |
| Participant deferral / active EE | $13,855 | $6,677+107.5% | $6,271+120.9% | $5,983+131.6% |
| Admin fee / account holder | $1,091 | $11,002-90.1% | $8,085-86.5% | $11,252-90.3% |