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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 | $89,158 | $201,372-55.7% | $184,260-51.6% | $145,884-38.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.03% | 29.04%-14.0pp | 28.84%-13.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $19,119 | $7,024+172.2% | $6,427+197.5% | $4,662+310.1% |
| Participant deferral / active EE | $20,495 | $9,808+109.0% | $9,133+124.4% | $6,690+206.4% |
| Admin fee / account holder | $18,500 | $16,362+13.1% | $13,898+33.1% | $13,392+38.1% |