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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 | $173,301 | $106,280+63.1% | $96,538+79.5% | $139,487+24.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.65% | 38.48%-14.8pp | 35.74%-12.1pp | 373.84%-350.2pp |
| Employer contribution / active EE | $12,714 | $4,107+209.6% | $3,740+239.9% | $4,755+167.4% |
| Participant deferral / active EE | $16,334 | $5,457+199.3% | $4,880+234.7% | $6,713+143.3% |
| Admin fee / account holder | $1,493 | $7,888-81.1% | $6,737-77.8% | $11,407-86.9% |