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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 | $151,710 | $110,379+37.4% | $102,412+48.1% | $145,884+4.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.23% | 24.84%-6.6pp | 24.94%-6.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $9,511 | $4,216+125.6% | $3,870+145.8% | $4,662+104.0% |
| Participant deferral / active EE | $7,119 | $5,622+26.6% | $5,060+40.7% | $6,690+6.4% |
| Admin fee / account holder | $1,403 | $9,745-85.6% | $8,388-83.3% | $13,392-89.5% |