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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 | $79,218 | $113,338-30.1% | $94,993-16.6% | $147,586-46.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 26.21% | 20.80%+5.4pp | 27.14%-0.9pp | 578.59%-552.4pp |
| Employer contribution / active EE | $12,977 | $3,160+310.6% | $2,603+398.5% | $4,876+166.1% |
| Participant deferral / active EE | $11,233 | $3,777+197.4% | $3,317+238.6% | $5,439+106.5% |
| Admin fee / account holder | $471 | $6,063-92.2% | $4,960-90.5% | $10,886-95.7% |