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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 | $42,679 | $201,344-78.8% | $184,243-76.8% | $145,877-70.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.70% | 29.01%-16.3pp | 28.82%-16.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $12,359 | $7,022+76.0% | $6,427+92.3% | $4,663+165.0% |
| Participant deferral / active EE | $7,812 | $9,807-20.3% | $9,132-14.5% | $6,691+16.8% |
| Admin fee / account holder | $9,507 | $16,382-42.0% | $13,914-31.7% | $13,402-29.1% |