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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 | $103,770 | $149,679-30.7% | $117,039-11.3% | $147,586-29.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 18.97% | 19.31%-0.3pp | 18.95%0pp | 578.59%-559.6pp |
| Employer contribution / active EE | $12,747 | $4,937+158.2% | $3,785+236.8% | $4,876+161.4% |
| Participant deferral / active EE | $9,939 | $4,912+102.4% | $3,929+152.9% | $5,439+82.8% |
| Admin fee / account holder | $5,017 | $7,856-36.1% | $5,974-16.0% | $10,886-53.9% |