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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 | $107,215 | $106,247+0.9% | $96,515+11.1% | $139,466-23.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.37% | 38.47%-19.1pp | 35.73%-16.4pp | 373.66%-354.3pp |
| Employer contribution / active EE | $47,479 | $4,106+1056.4% | $3,740+1169.6% | $4,754+898.7% |
| Participant deferral / active EE | $21,155 | $5,456+287.8% | $4,880+333.5% | $6,712+215.2% |
| Admin fee / account holder | $35,935 | $7,885+355.7% | $6,735+433.5% | $11,409+215.0% |