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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 | $127,011 | $275,752-53.9% | $256,809-50.5% | $198,609-36.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 6.77% | 34.81%-28.0pp | 32.73%-26.0pp | 202.70%-195.9pp |
| Employer contribution / active EE | $12,767 | $7,721+65.4% | $7,263+75.8% | $5,055+152.5% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $36,582 | $25,716+42.3% | $25,146+45.5% | $19,030+92.2% |