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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 | $183,017 | $115,225+58.8% | $100,712+81.7% | $138,895+31.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 16.39% | 40.35%-24.0pp | 33.27%-16.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $5,187 | $2,771+87.2% | $2,313+124.3% | $4,194+23.7% |
| Participant deferral / active EE | $7,620 | $4,699+62.2% | $4,085+86.5% | $6,396+19.1% |
| Admin fee / account holder | $22,734 | $10,844+109.6% | $9,256+145.6% | $12,562+81.0% |