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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 | $72,717 | $201,344-63.9% | $184,243-60.5% | $145,877-50.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.39% | 29.01%-11.6pp | 28.82%-11.4pp | 551.28%-533.9pp |
| Employer contribution / active EE | $5,540 | $7,022-21.1% | $6,427-13.8% | $4,663+18.8% |
| Participant deferral / active EE | $15,692 | $9,807+60.0% | $9,132+71.8% | $6,691+134.5% |
| Admin fee / account holder | $9,603 | $16,382-41.4% | $13,914-31.0% | $13,402-28.4% |