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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 | $211,105-12.8% | $178,449+3.2% | $145,978+26.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.75% | 30.19%-18.4pp | 27.09%-15.3pp | 550.52%-538.8pp |
| Employer contribution / active EE | $12,750 | $4,569+179.1% | $3,951+222.7% | $4,662+173.5% |
| Participant deferral / active EE | $23,000 | $6,959+230.5% | $6,277+266.4% | $6,690+243.8% |
| Admin fee / account holder | $3,478 | $12,017-71.1% | $10,362-66.4% | $13,400-74.0% |