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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 | $105,912 | $176,786-40.1% | $146,643-27.8% | $167,536-36.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.89% | 24.04%-0.1pp | 22.75%+1.1pp | 478.82%-454.9pp |
| Employer contribution / active EE | $12,773 | $5,161+147.5% | $4,137+208.8% | $4,839+164.0% |
| Participant deferral / active EE | $9,209 | $6,440+43.0% | $5,506+67.3% | $6,342+45.2% |
| Admin fee / account holder | $1,393 | $13,262-89.5% | $10,280-86.5% | $12,315-88.7% |