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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 | $164,441 | $110,410+48.9% | $102,437+60.5% | $145,897+12.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.91% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $21,194 | $4,217+402.6% | $3,871+447.5% | $4,663+354.5% |
| Participant deferral / active EE | $12,704 | $5,622+126.0% | $5,060+151.1% | $6,689+89.9% |
| Admin fee / account holder | $1,251 | $9,745-87.2% | $8,388-85.1% | $13,390-90.7% |