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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 | $150,864 | $110,379+36.7% | $102,412+47.3% | $145,884+3.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.98% | 24.84%-14.9pp | 24.94%-15.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $22,225 | $4,216+427.1% | $3,870+474.3% | $4,662+376.7% |
| Participant deferral / active EE | $8,091 | $5,622+43.9% | $5,060+59.9% | $6,690+20.9% |
| Admin fee / account holder | $1,589 | $9,745-83.7% | $8,388-81.1% | $13,392-88.1% |