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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 | $153,178 | $106,247+44.2% | $96,515+58.7% | $139,466+9.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.37% | 38.47%-24.1pp | 35.73%-21.4pp | 373.66%-359.3pp |
| Employer contribution / active EE | $6,709 | $4,106+63.4% | $3,740+79.4% | $4,754+41.1% |
| Participant deferral / active EE | $13,286 | $5,456+143.5% | $4,880+172.3% | $6,712+97.9% |
| Admin fee / account holder | $549 | $7,885-93.0% | $6,735-91.9% | $11,409-95.2% |