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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 | $103,096 | $167,353-38.4% | $143,797-28.3% | $134,545-23.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 26.05% | 0.48%+25.6pp | -0.04%+26.1pp | 418.37%-392.3pp |
| Employer contribution / active EE | $15,982 | $5,620+184.4% | $4,952+222.7% | $4,742+237.1% |
| Participant deferral / active EE | $11,031 | $6,447+71.1% | $5,638+95.6% | $6,401+72.3% |
| Admin fee / account holder | $30,354 | $18,096+67.7% | $14,679+106.8% | $11,431+165.6% |