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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 | $150,520 | $106,280+41.6% | $96,538+55.9% | $139,487+7.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.52% | 38.48%-22.0pp | 35.74%-19.2pp | 373.84%-357.3pp |
| Employer contribution / active EE | $8,694 | $4,107+111.7% | $3,740+132.4% | $4,755+82.9% |
| Participant deferral / active EE | $13,363 | $5,457+144.9% | $4,880+173.8% | $6,713+99.1% |
| Admin fee / account holder | $413 | $7,888-94.8% | $6,737-93.9% | $11,407-96.4% |