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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 | $117,445 | $201,259-41.6% | $184,200-36.2% | $145,959-19.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.52% | 28.98%-14.5pp | 28.80%-14.3pp | 561.95%-547.4pp |
| Employer contribution / active EE | $23,493 | $7,018+234.7% | $6,424+265.7% | $4,661+404.0% |
| Participant deferral / active EE | $13,200 | $9,806+34.6% | $9,132+44.5% | $6,689+97.4% |
| Admin fee / account holder | $732 | $16,372-95.5% | $13,907-94.7% | $13,398-94.5% |