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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 | $152,597 | $106,267+43.6% | $96,520+58.1% | $139,456+9.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.76% | 38.45%-22.7pp | 35.72%-20.0pp | 373.45%-357.7pp |
| Employer contribution / active EE | $31,920 | $4,105+677.6% | $3,739+753.8% | $4,753+571.6% |
| Participant deferral / active EE | $8,115 | $5,454+48.8% | $4,879+66.3% | $6,711+20.9% |
| Admin fee / account holder | $1,497 | $7,882-81.0% | $6,733-77.8% | $11,407-86.9% |