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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 | $35,971 | $213,785-83.2% | $185,441-80.6% | $155,188-76.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 9.63% | 19.97%-10.3pp | 20.16%-10.5pp | 148.84%-139.2pp |
| Employer contribution / active EE | $16,308 | $5,393+202.4% | $4,672+249.0% | $4,248+283.9% |
| Participant deferral / active EE | $3,144 | $6,864-54.2% | $6,152-48.9% | $6,531-51.9% |
| Admin fee / account holder | $12,056 | $21,134-43.0% | $17,890-32.6% | $14,480-16.7% |