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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 | $153,264 | $156,616-2.1% | $133,346+14.9% | $198,609-22.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.19% | 44.25%-27.1pp | 36.85%-19.7pp | 202.70%-185.5pp |
| Employer contribution / active EE | $10,833 | $3,368+221.7% | $2,853+279.7% | $5,055+114.3% |
| Participant deferral / active EE | $10,833 | $4,920+120.2% | $4,332+150.1% | $6,977+55.3% |
| Admin fee / account holder | $4,026 | $17,468-77.0% | $14,264-71.8% | $19,030-78.8% |