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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 | $121,233 | $201,344-39.8% | $184,243-34.2% | $145,877-16.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.06% | 29.01%-16.0pp | 28.82%-15.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $19,270 | $7,022+174.4% | $6,427+199.8% | $4,663+313.3% |
| Participant deferral / active EE | $27,400 | $9,807+179.4% | $9,132+200.0% | $6,691+309.5% |
| Admin fee / account holder | $1,674 | $16,382-89.8% | $13,914-88.0% | $13,402-87.5% |