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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 | $166,566 | $106,280+56.7% | $96,538+72.5% | $139,487+19.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.40% | 38.48%-24.1pp | 35.74%-21.3pp | 373.84%-359.4pp |
| Employer contribution / active EE | $10,795 | $4,107+162.8% | $3,740+188.6% | $4,755+127.0% |
| Participant deferral / active EE | $11,362 | $5,457+108.2% | $4,880+132.8% | $6,713+69.3% |
| Admin fee / account holder | $1,227 | $7,888-84.5% | $6,737-81.8% | $11,407-89.2% |