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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 | $117,990 | $201,344-41.4% | $184,243-36.0% | $145,877-19.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.61% | 29.01%-6.4pp | 28.82%-6.2pp | 551.28%-528.7pp |
| Employer contribution / active EE | $5,233 | $7,022-25.5% | $6,427-18.6% | $4,663+12.2% |
| Participant deferral / active EE | $14,850 | $9,807+51.4% | $9,132+62.6% | $6,691+122.0% |
| Admin fee / account holder | $470 | $16,382-97.1% | $13,914-96.6% | $13,402-96.5% |