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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 | $91,428 | $201,344-54.6% | $184,243-50.4% | $145,877-37.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.92% | 29.01%-13.1pp | 28.82%-12.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $15,011 | $7,022+113.7% | $6,427+133.6% | $4,663+221.9% |
| Participant deferral / active EE | $12,051 | $9,807+22.9% | $9,132+32.0% | $6,691+80.1% |
| Admin fee / account holder | $1,043 | $16,382-93.6% | $13,914-92.5% | $13,402-92.2% |