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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 | $175,456 | $127,273+37.9% | $109,895+59.7% | $167,518+4.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.45% | 22.97%-3.5pp | 29.46%-10.0pp | 478.71%-459.3pp |
| Employer contribution / active EE | $19,674 | $3,324+491.9% | $2,843+591.9% | $4,838+306.6% |
| Participant deferral / active EE | $8,416 | $4,515+86.4% | $4,049+107.9% | $6,342+32.7% |
| Admin fee / account holder | $1,607 | $7,117-77.4% | $6,067-73.5% | $12,312-86.9% |