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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 | $201,344-46.6% | $184,243-41.7% | $145,877-26.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.37% | 29.01%-17.6pp | 28.82%-17.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $27,368 | $7,022+289.7% | $6,427+325.8% | $4,663+486.9% |
| Participant deferral / active EE | $17,862 | $9,807+82.1% | $9,132+95.6% | $6,691+167.0% |
| Admin fee / account holder | $7,044 | $16,382-57.0% | $13,914-49.4% | $13,402-47.4% |