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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 | $105,259 | $97,020+8.5% | $83,322+26.3% | $135,379-22.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 10.68% | 12.31%-1.6pp | 10.64%0pp | 519.79%-509.1pp |
| Employer contribution / active EE | $16,824 | $4,144+306.0% | $3,379+397.9% | $4,779+252.0% |
| Participant deferral / active EE | $7,700 | $5,964+29.1% | $5,565+38.4% | $5,609+37.3% |
| Admin fee / account holder | $656 | $8,426-92.2% | $7,540-91.3% | $10,828-93.9% |