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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 | $121,090 | $201,344-39.9% | $184,243-34.3% | $145,877-17.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.00% | 29.01%-14.0pp | 28.82%-13.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $28,172 | $7,022+301.2% | $6,427+338.3% | $4,663+504.2% |
| Participant deferral / active EE | $17,163 | $9,807+75.0% | $9,132+87.9% | $6,691+156.5% |
| Admin fee / account holder | $827 | $16,382-95.0% | $13,914-94.1% | $13,402-93.8% |