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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 | $93,968 | $201,344-53.3% | $184,243-49.0% | $145,877-35.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.47% | 29.01%-9.5pp | 28.82%-9.3pp | 551.28%-531.8pp |
| Employer contribution / active EE | $29,713 | $7,022+323.1% | $6,427+362.3% | $4,663+537.2% |
| Participant deferral / active EE | $14,595 | $9,807+48.8% | $9,132+59.8% | $6,691+118.1% |
| Admin fee / account holder | $4,282 | $16,382-73.9% | $13,914-69.2% | $13,402-68.1% |