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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 | $93,620 | $201,344-53.5% | $184,243-49.2% | $145,877-35.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.81% | 29.01%-10.2pp | 28.82%-10.0pp | 551.28%-532.5pp |
| Employer contribution / active EE | $9,476 | $7,022+34.9% | $6,427+47.4% | $4,663+103.2% |
| Participant deferral / active EE | $22,774 | $9,807+132.2% | $9,132+149.4% | $6,691+240.4% |
| Admin fee / account holder | $9,671 | $16,382-41.0% | $13,914-30.5% | $13,402-27.8% |