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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 | $64,391 | $201,372-68.0% | $184,260-65.1% | $145,884-55.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.37% | 29.04%-11.7pp | 28.84%-11.5pp | 551.85%-534.5pp |
| Employer contribution / active EE | $16,997 | $7,024+142.0% | $6,427+164.4% | $4,662+264.6% |
| Participant deferral / active EE | $28,930 | $9,808+195.0% | $9,133+216.8% | $6,690+332.5% |
| Admin fee / account holder | $11,359 | $16,362-30.6% | $13,898-18.3% | $13,392-15.2% |