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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 | $119,164 | $201,344-40.8% | $184,243-35.3% | $145,877-18.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.49% | 29.01%-7.5pp | 28.82%-7.3pp | 551.28%-529.8pp |
| Employer contribution / active EE | $11,673 | $7,022+66.2% | $6,427+81.6% | $4,663+150.3% |
| Participant deferral / active EE | $7,437 | $9,807-24.2% | $9,132-18.6% | $6,691+11.2% |
| Admin fee / account holder | $978 | $16,382-94.0% | $13,914-93.0% | $13,402-92.7% |