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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 | $69,211 | $201,370-65.6% | $184,256-62.4% | $145,897-52.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.67% | 29.05%-17.4pp | 28.85%-17.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $7,667 | $7,024+9.2% | $6,427+19.3% | $4,663+64.4% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,294 | $16,364-92.1% | $13,899-90.7% | $13,390-90.3% |