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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 | $70,194 | $201,259-65.1% | $184,200-61.9% | $145,959-51.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.05% | 28.98%-12.9pp | 28.80%-12.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $10,074 | $7,018+43.5% | $6,424+56.8% | $4,661+116.1% |
| Participant deferral / active EE | $8,807 | $9,806-10.2% | $9,132-3.6% | $6,689+31.7% |
| Admin fee / account holder | $672 | $16,372-95.9% | $13,907-95.2% | $13,398-95.0% |