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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 | $110,379+49.1% | $102,412+60.7% | $145,884+12.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.20% | 24.84%-15.6pp | 24.94%-15.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $28,987 | $4,216+587.5% | $3,870+649.0% | $4,662+521.7% |
| Participant deferral / active EE | $18,810 | $5,622+234.6% | $5,060+271.7% | $6,690+181.2% |
| Admin fee / account holder | $908 | $9,745-90.7% | $8,388-89.2% | $13,392-93.2% |