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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 | $162,269 | $110,337+47.1% | $102,383+58.5% | $145,877+11.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.14% | 24.83%-5.7pp | 24.94%-5.8pp | 551.28%-532.1pp |
| Employer contribution / active EE | $15,116 | $4,216+258.6% | $3,870+290.6% | $4,663+224.2% |
| Participant deferral / active EE | $8,347 | $5,621+48.5% | $5,060+65.0% | $6,691+24.8% |
| Admin fee / account holder | $1,430 | $9,750-85.3% | $8,391-83.0% | $13,402-89.3% |