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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 | $184,099 | $211,239-12.8% | $178,528+3.1% | $145,877+26.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.75% | 30.22%-18.5pp | 27.11%-15.4pp | 551.28%-539.5pp |
| Employer contribution / active EE | $12,750 | $4,570+179.0% | $3,950+222.7% | $4,663+173.4% |
| Participant deferral / active EE | $23,000 | $6,963+230.3% | $6,278+266.3% | $6,691+243.8% |
| Admin fee / account holder | $3,478 | $12,095-71.2% | $10,419-66.6% | $13,402-74.0% |