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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 | $150,401 | $106,247+41.6% | $96,515+55.8% | $139,466+7.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.99% | 38.47%-16.5pp | 35.73%-13.7pp | 373.66%-351.7pp |
| Employer contribution / active EE | $3,465 | $4,106-15.6% | $3,740-7.3% | $4,754-27.1% |
| Participant deferral / active EE | $16,341 | $5,456+199.5% | $4,880+234.9% | $6,712+143.5% |
| Admin fee / account holder | $490 | $7,885-93.8% | $6,735-92.7% | $11,409-95.7% |