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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 | $73,935 | $201,370-63.3% | $184,256-59.9% | $145,897-49.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.82% | 29.05%-13.2pp | 28.85%-13.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $11,243 | $7,024+60.1% | $6,427+74.9% | $4,663+141.1% |
| Participant deferral / active EE | $18,507 | $9,808+88.7% | $9,133+102.6% | $6,689+176.7% |
| Admin fee / account holder | $5,146 | $16,364-68.6% | $13,899-63.0% | $13,390-61.6% |