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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 | $183,250 | $211,224-13.2% | $178,505+2.7% | $145,897+25.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.92% | 30.28%-12.4pp | 27.16%-9.2pp | 552.29%-534.4pp |
| Employer contribution / active EE | $24,617 | $4,577+437.9% | $3,955+522.4% | $4,663+428.0% |
| Participant deferral / active EE | $9,200 | $6,966+32.1% | $6,280+46.5% | $6,689+37.5% |
| Admin fee / account holder | $2,082 | $12,109-82.8% | $10,428-80.0% | $13,390-84.4% |