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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 | $123,631 | $110,410+12.0% | $102,437+20.7% | $145,897-15.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.31% | 24.85%-6.5pp | 24.95%-6.6pp | 552.29%-534.0pp |
| Employer contribution / active EE | $20,967 | $4,217+397.2% | $3,871+441.7% | $4,663+349.7% |
| Participant deferral / active EE | $14,338 | $5,622+155.1% | $5,060+183.4% | $6,689+114.3% |
| Admin fee / account holder | $7,199 | $9,745-26.1% | $8,388-14.2% | $13,390-46.2% |