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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 | $185,955 | $110,337+68.5% | $102,383+81.6% | $145,877+27.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.06% | 24.83%-6.8pp | 24.94%-6.9pp | 551.28%-533.2pp |
| Employer contribution / active EE | $28,460 | $4,216+575.0% | $3,870+635.3% | $4,663+510.3% |
| Participant deferral / active EE | $20,692 | $5,621+268.2% | $5,060+309.0% | $6,691+209.3% |
| Admin fee / account holder | $4,474 | $9,750-54.1% | $8,391-46.7% | $13,402-66.6% |