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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 | $104,646 | $210,908-50.4% | $153,643-31.9% | $145,884-28.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.23% | 13.46%-0.2pp | 15.71%-2.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $25,902 | $6,055+327.8% | $5,039+414.0% | $4,662+455.6% |
| Participant deferral / active EE | $19,171 | $7,976+140.4% | $6,754+183.8% | $6,690+186.6% |
| Admin fee / account holder | $79,720 | $19,477+309.3% | $12,739+525.8% | $13,392+495.3% |