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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 | $69,211 | $201,259-65.6% | $184,200-62.4% | $145,959-52.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.05% | 28.98%-13.9pp | 28.80%-13.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $8,746 | $7,018+24.6% | $6,424+36.1% | $4,661+87.7% |
| Participant deferral / active EE | $23,814 | $9,806+142.8% | $9,132+160.8% | $6,689+256.0% |
| Admin fee / account holder | $4,807 | $16,372-70.6% | $13,907-65.4% | $13,398-64.1% |