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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 | $186,395 | $211,239-11.8% | $178,528+4.4% | $145,877+27.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.45% | 30.22%-21.8pp | 27.11%-18.7pp | 551.28%-542.8pp |
| Employer contribution / active EE | $15,433 | $4,570+237.7% | $3,950+290.7% | $4,663+231.0% |
| Participant deferral / active EE | $14,978 | $6,963+115.1% | $6,278+138.6% | $6,691+123.9% |
| Admin fee / account holder | $976 | $12,095-91.9% | $10,419-90.6% | $13,402-92.7% |