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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 | $182,632 | $100,970+80.9% | $96,576+89.1% | $137,256+33.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.78% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $11,182 | $3,809+193.6% | $3,553+214.7% | $4,156+169.1% |
| Participant deferral / active EE | $31,000 | $8,286+274.1% | $7,956+289.6% | $6,407+383.9% |
| Admin fee / account holder | $1,352 | $11,312-88.0% | $11,381-88.1% | $12,270-89.0% |