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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 | $83,793 | $211,105-60.3% | $178,449-53.0% | $145,978-42.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.10% | 30.19%-13.1pp | 27.09%-10.0pp | 550.52%-533.4pp |
| Employer contribution / active EE | $12,350 | $4,569+170.3% | $3,951+212.6% | $4,662+164.9% |
| Participant deferral / active EE | $14,326 | $6,959+105.9% | $6,277+128.3% | $6,690+114.2% |
| Admin fee / account holder | $1,730 | $12,017-85.6% | $10,362-83.3% | $13,400-87.1% |