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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 | $173,039 | $211,239-18.1% | $178,528-3.1% | $145,877+18.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.84% | 30.22%-10.4pp | 27.11%-7.3pp | 551.28%-531.4pp |
| Employer contribution / active EE | $46,000 | $4,570+906.5% | $3,950+1064.4% | $4,663+886.5% |
| Participant deferral / active EE | $23,000 | $6,963+230.3% | $6,278+266.3% | $6,691+243.8% |
| Admin fee / account holder | $1,081 | $12,095-91.1% | $10,419-89.6% | $13,402-91.9% |