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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 | $111,814+34.9% | $103,374+45.9% | $145,959+3.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.98% | 24.77%-14.8pp | 24.89%-14.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $22,225 | $4,214+427.5% | $3,869+474.4% | $4,661+376.9% |
| Participant deferral / active EE | $8,091 | $5,618+44.0% | $5,058+60.0% | $6,689+21.0% |
| Admin fee / account holder | $1,589 | $9,754-83.7% | $8,394-81.1% | $13,398-88.1% |