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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 | $77,307 | $201,370-61.6% | $184,256-58.0% | $145,897-47.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.61% | 29.05%-6.4pp | 28.85%-6.2pp | 552.29%-529.7pp |
| Employer contribution / active EE | $12,553 | $7,024+78.7% | $6,427+95.3% | $4,663+169.2% |
| Participant deferral / active EE | $8,739 | $9,808-10.9% | $9,133-4.3% | $6,689+30.6% |
| Admin fee / account holder | $65,643 | $16,364+301.1% | $13,899+372.3% | $13,390+390.2% |