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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 | $180,882 | $157,304+15.0% | $141,197+28.1% | $152,909+18.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.51% | 64.34%-45.8pp | 71.41%-52.9pp | 345.46%-327.0pp |
| Employer contribution / active EE | $10,539 | $5,263+100.3% | $4,736+122.5% | $4,764+121.2% |
| Participant deferral / active EE | $14,173 | $7,111+99.3% | $6,710+111.2% | $5,851+142.2% |
| Admin fee / account holder | $2,934 | $12,126-75.8% | $10,265-71.4% | $11,601-74.7% |