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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 | $103,500 | $201,344-48.6% | $184,243-43.8% | $145,877-29.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.87% | 29.01%-17.1pp | 28.82%-17.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $14,174 | $7,022+101.8% | $6,427+120.5% | $4,663+204.0% |
| Participant deferral / active EE | $7,297 | $9,807-25.6% | $9,132-20.1% | $6,691+9.1% |
| Admin fee / account holder | $2,290 | $16,382-86.0% | $13,914-83.5% | $13,402-82.9% |