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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 | $157,110 | $165,939-5.3% | $122,354+28.4% | $147,585+6.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.64% | 34.56%-17.9pp | 30.28%-13.6pp | 578.58%-561.9pp |
| Employer contribution / active EE | $4,520 | $5,754-21.5% | $4,051+11.6% | $4,876-7.3% |
| Participant deferral / active EE | $16,800 | $4,005+319.4% | $3,287+411.1% | $5,439+208.9% |
| Admin fee / account holder | $726 | $7,425-90.2% | $5,479-86.7% | $10,886-93.3% |