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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 | $150,099 | $154,467-2.8% | $130,270+15.2% | $139,487+7.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 17.26% | 30.58%-13.3pp | 38.89%-21.6pp | 373.84%-356.6pp |
| Employer contribution / active EE | $16,131 | $5,175+211.7% | $4,128+290.8% | $4,755+239.3% |
| Participant deferral / active EE | $16,402 | $8,497+93.0% | $6,797+141.3% | $6,713+144.4% |
| Admin fee / account holder | $949 | $9,222-89.7% | $6,022-84.2% | $11,407-91.7% |