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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 | $105,597 | $201,372-47.6% | $184,260-42.7% | $145,884-27.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.93% | 29.04%-16.1pp | 28.84%-15.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $10,746 | $7,024+53.0% | $6,427+67.2% | $4,662+130.5% |
| Participant deferral / active EE | $15,710 | $9,808+60.2% | $9,133+72.0% | $6,690+134.8% |
| Admin fee / account holder | $16,107 | $16,362-1.6% | $13,898+15.9% | $13,392+20.3% |