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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 | $119,819 | $275,752-56.5% | $256,809-53.3% | $198,609-39.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.58% | 34.81%-17.2pp | 32.73%-15.1pp | 202.70%-185.1pp |
| Employer contribution / active EE | $10,000 | $7,721+29.5% | $7,263+37.7% | $5,055+97.8% |
| Participant deferral / active EE | $31,000 | $10,037+208.9% | $9,520+225.6% | $6,977+344.3% |
| Admin fee / account holder | $1,350 | $25,716-94.8% | $25,146-94.6% | $19,030-92.9% |