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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 | $163,033 | $111,535+46.2% | $105,223+54.9% | $137,256+18.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.91% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $11,825 | $3,939+200.2% | $3,689+220.6% | $4,156+184.5% |
| Participant deferral / active EE | $19,500 | $5,500+254.6% | $5,072+284.5% | $6,407+204.4% |
| Admin fee / account holder | $783 | $9,721-91.9% | $8,859-91.2% | $12,270-93.6% |