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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 | $228,395-29.1% | $185,861-12.8% | $158,982+1.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.00% | 40.82%-25.8pp | 35.96%-21.0pp | 302.99%-288.0pp |
| Employer contribution / active EE | $12,326 | $4,968+148.1% | $4,088+201.5% | $4,763+158.8% |
| Participant deferral / active EE | $16,048 | $6,417+150.1% | $5,634+184.8% | $5,983+168.2% |
| Admin fee / account holder | $624 | $11,869-94.7% | $9,503-93.4% | $11,252-94.5% |