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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 | $107,479 | $201,370-46.6% | $184,256-41.7% | $145,897-26.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.37% | 29.05%-17.7pp | 28.85%-17.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $27,368 | $7,024+289.7% | $6,427+325.8% | $4,663+487.0% |
| Participant deferral / active EE | $17,862 | $9,808+82.1% | $9,133+95.6% | $6,689+167.0% |
| Admin fee / account holder | $7,044 | $16,364-57.0% | $13,899-49.3% | $13,390-47.4% |