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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 | $107,411 | $201,372-46.7% | $184,260-41.7% | $145,884-26.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.98% | 29.04%-10.1pp | 28.84%-9.9pp | 551.85%-532.9pp |
| Employer contribution / active EE | $20,252 | $7,024+188.3% | $6,427+215.1% | $4,662+334.4% |
| Participant deferral / active EE | $19,397 | $9,808+97.8% | $9,133+112.4% | $6,690+190.0% |
| Admin fee / account holder | $1,279 | $16,362-92.2% | $13,898-90.8% | $13,392-90.5% |