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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 | $94,710 | $211,224-55.2% | $178,505-46.9% | $145,897-35.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.63% | 30.28%-10.7pp | 27.16%-7.5pp | 552.29%-532.7pp |
| Employer contribution / active EE | $16,185 | $4,577+253.6% | $3,955+309.2% | $4,663+247.1% |
| Participant deferral / active EE | $12,565 | $6,966+80.4% | $6,280+100.1% | $6,689+87.8% |
| Admin fee / account holder | $1,763 | $12,109-85.4% | $10,428-83.1% | $13,390-86.8% |