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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 | $172,120 | $141,001+22.1% | $112,228+53.4% | $139,487+23.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.68% | 32.75%-14.1pp | 30.23%-11.6pp | 373.84%-355.2pp |
| Employer contribution / active EE | $16,848 | $4,285+293.2% | $3,432+391.0% | $4,755+254.3% |
| Participant deferral / active EE | $22,500 | $5,877+282.8% | $4,800+368.7% | $6,713+235.2% |
| Admin fee / account holder | $1,446 | $9,959-85.5% | $7,752-81.4% | $11,407-87.3% |