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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 | $174,691 | $89,259+95.7% | $107,187+63.0% | $82,637+111.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.69% | 21.02%-3.3pp | 204.55%-186.9pp | 53.51%-35.8pp |
| Employer contribution / active EE | $16,959 | $3,080+450.6% | $3,782+348.4% | $2,552+564.5% |
| Participant deferral / active EE | $7,828 | $4,037+93.9% | $5,096+53.6% | $4,126+89.7% |
| Admin fee / account holder | $634 | $7,381-91.4% | $9,162-93.1% | $7,339-91.4% |