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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 | $171,582 | $228,395-24.9% | $185,861-7.7% | $158,982+7.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.30% | 40.82%-18.5pp | 35.96%-13.7pp | 302.99%-280.7pp |
| Employer contribution / active EE | $16,500 | $4,968+232.2% | $4,088+303.6% | $4,763+246.4% |
| Participant deferral / active EE | $19,500 | $6,417+203.9% | $5,634+246.1% | $5,983+225.9% |
| Admin fee / account holder | $1,016 | $11,869-91.4% | $9,503-89.3% | $11,252-91.0% |