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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 | $97,622 | $201,344-51.5% | $184,243-47.0% | $145,877-33.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.33% | 29.01%-13.7pp | 28.82%-13.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $18,292 | $7,022+160.5% | $6,427+184.6% | $4,663+292.3% |
| Participant deferral / active EE | $10,818 | $9,807+10.3% | $9,132+18.5% | $6,691+61.7% |
| Admin fee / account holder | $1,217 | $16,382-92.6% | $13,914-91.3% | $13,402-90.9% |