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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 | $162,417 | $106,267+52.8% | $96,520+68.3% | $139,456+16.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.36% | 38.45%-23.1pp | 35.72%-20.4pp | 373.45%-358.1pp |
| Employer contribution / active EE | $14,776 | $4,105+260.0% | $3,739+295.2% | $4,753+210.9% |
| Participant deferral / active EE | $12,372 | $5,454+126.8% | $4,879+153.6% | $6,711+84.3% |
| Admin fee / account holder | $2,713 | $7,882-65.6% | $6,733-59.7% | $11,407-76.2% |