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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 | $157,862 | $94,749+66.6% | $112,899+39.8% | $139,466+13.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 20.06% | 40.92%-20.9pp | 34.11%-14.1pp | 373.66%-353.6pp |
| Employer contribution / active EE | $16,628 | $4,630+259.1% | $4,566+264.1% | $4,754+249.8% |
| Participant deferral / active EE | $4,350 | $6,517-33.2% | $6,516-33.2% | $6,712-35.2% |
| Admin fee / account holder | $1,452 | $8,530-83.0% | $7,047-79.4% | $11,409-87.3% |