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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 | $110,379+59.7% | $102,412+72.2% | $145,884+20.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.00% | 24.84%-7.8pp | 24.94%-7.9pp | 551.85%-534.9pp |
| Employer contribution / active EE | $22,585 | $4,216+435.7% | $3,870+483.6% | $4,662+384.4% |
| Participant deferral / active EE | $14,434 | $5,622+156.8% | $5,060+185.3% | $6,690+115.8% |
| Admin fee / account holder | $1,690 | $9,745-82.7% | $8,388-79.8% | $13,392-87.4% |