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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 | $201,259-63.3% | $184,200-59.9% | $145,959-49.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.82% | 28.98%-13.2pp | 28.80%-13.0pp | 561.95%-546.1pp |
| Employer contribution / active EE | $11,243 | $7,018+60.2% | $6,424+75.0% | $4,661+141.2% |
| Participant deferral / active EE | $18,507 | $9,806+88.7% | $9,132+102.7% | $6,689+176.7% |
| Admin fee / account holder | $5,146 | $16,372-68.6% | $13,907-63.0% | $13,398-61.6% |