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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 | $126,540 | $201,344-37.2% | $184,243-31.3% | $145,877-13.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.89% | 29.01%-19.1pp | 28.82%-18.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,700 | $7,022-75.8% | $6,427-73.5% | $4,663-63.5% |
| Participant deferral / active EE | $16,967 | $9,807+73.0% | $9,132+85.8% | $6,691+153.6% |
| Admin fee / account holder | $539 | $16,382-96.7% | $13,914-96.1% | $13,402-96.0% |