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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 | $201,264-51.5% | $184,185-47.0% | $145,978-33.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.33% | 29.00%-13.7pp | 28.81%-13.5pp | 550.52%-535.2pp |
| Employer contribution / active EE | $18,292 | $7,021+160.5% | $6,426+184.7% | $4,662+292.4% |
| Participant deferral / active EE | $10,818 | $9,806+10.3% | $9,132+18.5% | $6,690+61.7% |
| Admin fee / account holder | $1,217 | $16,376-92.6% | $13,909-91.3% | $13,400-90.9% |