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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 | $174,069 | $117,829+47.7% | $102,423+69.9% | $145,877+19.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.03% | 31.83%-15.8pp | 29.42%-13.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $12,258 | $3,615+239.1% | $3,023+305.5% | $4,663+162.9% |
| Participant deferral / active EE | $10,734 | $5,732+87.3% | $5,054+112.4% | $6,691+60.4% |
| Admin fee / account holder | $2,923 | $13,335-78.1% | $9,455-69.1% | $13,402-78.2% |