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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 | $92,119 | $201,372-54.3% | $184,260-50.0% | $145,884-36.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.67% | 29.04%-17.4pp | 28.84%-17.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $17,003 | $7,024+142.1% | $6,427+164.5% | $4,662+264.7% |
| Participant deferral / active EE | $16,656 | $9,808+69.8% | $9,133+82.4% | $6,690+149.0% |
| Admin fee / account holder | $28,573 | $16,362+74.6% | $13,898+105.6% | $13,392+113.4% |