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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 | $97,975 | $115,225-15.0% | $100,712-2.7% | $138,895-29.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 9.89% | 40.35%-30.5pp | 33.27%-23.4pp | 145.39%-135.5pp |
| Employer contribution / active EE | $14,791 | $2,771+433.8% | $2,313+539.6% | $4,194+252.7% |
| Participant deferral / active EE | $10,683 | $4,699+127.3% | $4,085+161.5% | $6,396+67.0% |
| Admin fee / account holder | $572 | $10,844-94.7% | $9,256-93.8% | $12,562-95.4% |