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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 | $201,344-63.3% | $184,243-59.9% | $145,877-49.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.82% | 29.01%-13.2pp | 28.82%-13.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $11,243 | $7,022+60.1% | $6,427+74.9% | $4,663+141.1% |
| Participant deferral / active EE | $18,507 | $9,807+88.7% | $9,132+102.7% | $6,691+176.6% |
| Admin fee / account holder | $5,146 | $16,382-68.6% | $13,914-63.0% | $13,402-61.6% |