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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 | $90,071 | $201,344-55.3% | $184,243-51.1% | $145,877-38.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.46% | 29.01%-17.5pp | 28.82%-17.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $3,275 | $7,022-53.4% | $6,427-49.0% | $4,663-29.8% |
| Participant deferral / active EE | $4,998 | $9,807-49.0% | $9,132-45.3% | $6,691-25.3% |
| Admin fee / account holder | $24,118 | $16,382+47.2% | $13,914+73.3% | $13,402+80.0% |