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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 | $184,521 | $141,004+30.9% | $112,273+64.4% | $139,466+32.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.19% | 32.75%-15.6pp | 30.23%-13.0pp | 373.66%-356.5pp |
| Employer contribution / active EE | $14,760 | $4,285+244.5% | $3,431+330.2% | $4,754+210.5% |
| Participant deferral / active EE | $10,729 | $5,878+82.5% | $4,800+123.5% | $6,712+59.9% |
| Admin fee / account holder | $1,482 | $9,959-85.1% | $7,752-80.9% | $11,409-87.0% |