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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 | $129,610 | $223,823-42.1% | $211,142-38.6% | $154,746-16.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.00% | 50.39%-35.4pp | 46.84%-31.8pp | 172.34%-157.3pp |
| Employer contribution / active EE | $11,882 | $6,787+75.1% | $6,442+84.4% | $4,379+171.3% |
| Participant deferral / active EE | $6,563 | $9,750-32.7% | $9,284-29.3% | $6,730-2.5% |
| Admin fee / account holder | $1,719 | $19,707-91.3% | $19,076-91.0% | $14,365-88.0% |