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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 | $179,762 | $154,209+16.6% | $130,062+38.2% | $139,487+28.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.75% | 32.52%-18.8pp | -137.37%+151.1pp | 373.84%-360.1pp |
| Employer contribution / active EE | $3,585 | $5,292-32.3% | $4,322-17.0% | $4,755-24.6% |
| Participant deferral / active EE | $17,882 | $6,709+166.5% | $5,821+207.2% | $6,713+166.4% |
| Admin fee / account holder | $1,018 | $13,988-92.7% | $10,601-90.4% | $11,407-91.1% |