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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 | $161,572 | $92,798+74.1% | $96,707+67.1% | $137,256+17.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 14.57% | 31.24%-16.7pp | 34.78%-20.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $12,350 | $4,147+197.8% | $4,191+194.7% | $4,156+197.2% |
| Participant deferral / active EE | $6,203 | $5,877+5.6% | $5,997+3.4% | $6,407-3.2% |
| Admin fee / account holder | $36,017 | $7,946+353.3% | $7,503+380.0% | $12,270+193.5% |