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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 | $176,316 | $111,814+57.7% | $103,374+70.6% | $145,959+20.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.00% | 24.77%-7.8pp | 24.89%-7.9pp | 561.95%-545.0pp |
| Employer contribution / active EE | $22,585 | $4,214+436.0% | $3,869+483.7% | $4,661+384.6% |
| Participant deferral / active EE | $14,434 | $5,618+156.9% | $5,058+185.4% | $6,689+115.8% |
| Admin fee / account holder | $1,690 | $9,754-82.7% | $8,394-79.9% | $13,398-87.4% |