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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 | $50,552 | $201,344-74.9% | $184,243-72.6% | $145,877-65.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.03% | 29.01%-15.0pp | 28.82%-14.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $14,718 | $7,022+109.6% | $6,427+129.0% | $4,663+215.6% |
| Participant deferral / active EE | $13,071 | $9,807+33.3% | $9,132+43.1% | $6,691+95.4% |
| Admin fee / account holder | $15,441 | $16,382-5.7% | $13,914+11.0% | $13,402+15.2% |