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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 | $164,626 | $111,814+47.2% | $103,378+59.2% | $145,978+12.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.20% | 24.80%-15.6pp | 24.91%-15.7pp | 550.52%-541.3pp |
| Employer contribution / active EE | $28,987 | $4,215+587.7% | $3,870+648.9% | $4,662+521.8% |
| Participant deferral / active EE | $18,810 | $5,618+234.8% | $5,058+271.9% | $6,690+181.2% |
| Admin fee / account holder | $908 | $9,764-90.7% | $8,401-89.2% | $13,400-93.2% |