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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 | $117,948 | $201,344-41.4% | $184,243-36.0% | $145,877-19.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.14% | 29.01%-14.9pp | 28.82%-14.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $23,192 | $7,022+230.2% | $6,427+260.9% | $4,663+397.4% |
| Participant deferral / active EE | $17,540 | $9,807+78.9% | $9,132+92.1% | $6,691+162.2% |
| Admin fee / account holder | $1,147 | $16,382-93.0% | $13,914-91.8% | $13,402-91.4% |