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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 | $158,012 | $110,410+43.1% | $102,437+54.3% | $145,897+8.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.41% | 24.85%-14.4pp | 24.95%-14.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $17,313 | $4,217+310.5% | $3,871+347.3% | $4,663+271.3% |
| Participant deferral / active EE | $4,197 | $5,622-25.3% | $5,060-17.1% | $6,689-37.3% |
| Admin fee / account holder | $956 | $9,745-90.2% | $8,388-88.6% | $13,390-92.9% |