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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 | $184,785 | $106,280+73.9% | $96,538+91.4% | $139,487+32.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.26% | 38.48%-24.2pp | 35.74%-21.5pp | 373.84%-359.6pp |
| Employer contribution / active EE | $23,687 | $4,107+476.7% | $3,740+533.3% | $4,755+398.2% |
| Participant deferral / active EE | $20,650 | $5,457+278.4% | $4,880+323.1% | $6,713+207.6% |
| Admin fee / account holder | $1,282 | $7,888-83.7% | $6,737-81.0% | $11,407-88.8% |