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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 | $98,066 | $201,259-51.3% | $184,200-46.8% | $145,959-32.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.55% | 28.98%-15.4pp | 28.80%-15.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $17,435 | $7,018+148.4% | $6,424+171.4% | $4,661+274.1% |
| Participant deferral / active EE | $9,875 | $9,806+0.7% | $9,132+8.1% | $6,689+47.6% |
| Admin fee / account holder | $8,110 | $16,372-50.5% | $13,907-41.7% | $13,398-39.5% |