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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 | $153,283 | $61,125+150.8% | $94,057+63.0% | $87,485+75.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 30.51% | 35.20%-4.7pp | 480.62%-450.1pp | 26.06%+4.4pp |
| Employer contribution / active EE | $17,072 | $2,136+699.1% | $2,933+482.0% | $2,596+557.6% |
| Participant deferral / active EE | $18,976 | $3,260+482.1% | $4,709+302.9% | $4,274+344.0% |
| Admin fee / account holder | $664 | $5,629-88.2% | $7,244-90.8% | $7,775-91.5% |