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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 | $177,099 | $127,386+39.0% | $115,037+54.0% | $125,388+41.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.70% | 31.28%-25.6pp | 26.14%-20.4pp | 282.24%-276.5pp |
| Employer contribution / active EE | $23,863 | $5,166+361.9% | $4,608+417.9% | $4,866+390.4% |
| Participant deferral / active EE | $16,000 | $6,423+149.1% | $6,026+165.5% | $5,352+199.0% |
| Admin fee / account holder | $181,447 | $9,516+1806.7% | $8,175+2119.5% | $9,541+1801.8% |