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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 | $103,748 | $211,239-50.9% | $178,528-41.9% | $145,877-28.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.09% | 30.22%-13.1pp | 27.11%-10.0pp | 551.28%-534.2pp |
| Employer contribution / active EE | $17,510 | $4,570+283.1% | $3,950+343.2% | $4,663+275.5% |
| Participant deferral / active EE | $19,669 | $6,963+182.5% | $6,278+213.3% | $6,691+194.0% |
| Admin fee / account holder | $6,093 | $12,095-49.6% | $10,419-41.5% | $13,402-54.5% |