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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 | $106,783 | $134,817-20.8% | $123,973-13.9% | $155,188-31.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.11% | 515.49%-499.4pp | 388.13%-372.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $18,732 | $4,425+323.3% | $4,126+354.0% | $4,248+341.0% |
| Participant deferral / active EE | $13,441 | $5,706+135.5% | $5,247+156.2% | $6,531+105.8% |
| Admin fee / account holder | $958 | $13,245-92.8% | $11,799-91.9% | $14,480-93.4% |