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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 | $187,256 | $223,823-16.3% | $211,142-11.3% | $154,746+21.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.26% | 50.39%-35.1pp | 46.84%-31.6pp | 172.34%-157.1pp |
| Employer contribution / active EE | $20,000 | $6,787+194.7% | $6,442+210.5% | $4,379+356.7% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,028 | $19,707-84.6% | $19,076-84.1% | $14,365-78.9% |