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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 | $161,987 | $228,317-29.1% | $185,808-12.8% | $158,931+1.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.00% | 40.81%-25.8pp | 35.95%-21.0pp | 302.86%-287.9pp |
| Employer contribution / active EE | $12,326 | $4,964+148.3% | $4,086+201.7% | $4,761+158.9% |
| Participant deferral / active EE | $16,048 | $6,415+150.2% | $5,632+184.9% | $5,982+168.3% |
| Admin fee / account holder | $624 | $11,865-94.7% | $9,501-93.4% | $11,247-94.5% |