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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 | $153,129 | $106,247+44.1% | $96,515+58.7% | $139,466+9.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.36% | 38.47%-24.1pp | 35.73%-21.4pp | 373.66%-359.3pp |
| Employer contribution / active EE | $15,122 | $4,106+268.3% | $3,740+304.4% | $4,754+218.1% |
| Participant deferral / active EE | $9,389 | $5,456+72.1% | $4,880+92.4% | $6,712+39.9% |
| Admin fee / account holder | $16,144 | $7,885+104.7% | $6,735+139.7% | $11,409+41.5% |