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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 | $180,455 | $110,410+63.4% | $102,437+76.2% | $145,897+23.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 24.85%-10.3pp | 24.95%-10.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $6,729 | $4,217+59.6% | $3,871+73.9% | $4,663+44.3% |
| Participant deferral / active EE | $8,623 | $5,622+53.4% | $5,060+70.4% | $6,689+28.9% |
| Admin fee / account holder | $504 | $9,745-94.8% | $8,388-94.0% | $13,390-96.2% |