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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 | $211,239-55.2% | $178,528-46.9% | $145,877-35.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.63% | 30.22%-10.6pp | 27.11%-7.5pp | 551.28%-531.7pp |
| Employer contribution / active EE | $16,185 | $4,570+254.1% | $3,950+309.7% | $4,663+247.1% |
| Participant deferral / active EE | $12,565 | $6,963+80.5% | $6,278+100.1% | $6,691+87.8% |
| Admin fee / account holder | $1,763 | $12,095-85.4% | $10,419-83.1% | $13,402-86.8% |