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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 | $104,605 | $211,239-50.5% | $178,528-41.4% | $145,877-28.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.83% | 30.22%-21.4pp | 27.11%-18.3pp | 551.28%-542.5pp |
| Employer contribution / active EE | $15,163 | $4,570+231.8% | $3,950+283.8% | $4,663+225.2% |
| Participant deferral / active EE | $18,837 | $6,963+170.5% | $6,278+200.0% | $6,691+181.5% |
| Admin fee / account holder | $12,534 | $12,095+3.6% | $10,419+20.3% | $13,402-6.5% |