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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 | $163,286 | $102,938+58.6% | $94,105+73.5% | $138,895+17.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 15.22% | 250.28%-235.1pp | 204.55%-189.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $16,771 | $2,732+513.9% | $2,504+569.7% | $4,194+299.9% |
| Participant deferral / active EE | $17,588 | $4,196+319.1% | $3,881+353.2% | $6,396+175.0% |
| Admin fee / account holder | $1,165 | $6,600-82.4% | $6,199-81.2% | $12,562-90.7% |