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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 | $139,552 | $201,372-30.7% | $184,260-24.3% | $145,884-4.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.05% | 29.04%-15.0pp | 28.84%-14.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $10,193 | $7,024+45.1% | $6,427+58.6% | $4,662+118.6% |
| Participant deferral / active EE | $13,360 | $9,808+36.2% | $9,133+46.3% | $6,690+99.7% |
| Admin fee / account holder | $2,502 | $16,362-84.7% | $13,898-82.0% | $13,392-81.3% |