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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 | $179,849 | $106,280+69.2% | $96,538+86.3% | $139,487+28.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.61% | 38.48%-25.9pp | 35.74%-23.1pp | 373.84%-361.2pp |
| Employer contribution / active EE | $8,494 | $4,107+106.8% | $3,740+127.1% | $4,755+78.6% |
| Participant deferral / active EE | $19,695 | $5,457+260.9% | $4,880+303.5% | $6,713+193.4% |
| Admin fee / account holder | $585 | $7,888-92.6% | $6,737-91.3% | $11,407-94.9% |