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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 | $159,469 | $110,379+44.5% | $102,412+55.7% | $145,884+9.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.09% | 24.84%-13.8pp | 24.94%-13.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $11,125 | $4,216+163.9% | $3,870+187.5% | $4,662+138.6% |
| Participant deferral / active EE | $6,382 | $5,622+13.5% | $5,060+26.1% | $6,690-4.6% |
| Admin fee / account holder | $1,489 | $9,745-84.7% | $8,388-82.2% | $13,392-88.9% |