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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 | $157,770 | $176,786-10.8% | $146,643+7.6% | $167,536-5.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.27% | 24.04%-8.8pp | 22.75%-7.5pp | 478.82%-463.5pp |
| Employer contribution / active EE | $12,823 | $5,161+148.5% | $4,137+210.0% | $4,839+165.0% |
| Participant deferral / active EE | $6,820 | $6,440+5.9% | $5,506+23.9% | $6,342+7.5% |
| Admin fee / account holder | $1,602 | $13,262-87.9% | $10,280-84.4% | $12,315-87.0% |