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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 | $104,408 | $227,399-54.1% | $189,758-45.0% | $198,609-47.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.61% | 61.03%-44.4pp | 52.62%-36.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $20,355 | $5,526+268.3% | $4,767+327.0% | $5,055+302.6% |
| Participant deferral / active EE | $12,475 | $6,837+82.5% | $5,856+113.0% | $6,977+78.8% |
| Admin fee / account holder | $15,243 | $25,162-39.4% | $20,388-25.2% | $19,030-19.9% |