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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 | $171,316 | $192,829-11.2% | $142,516+20.2% | $139,466+22.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 12.07% | 17.99%-5.9pp | 19.99%-7.9pp | 373.66%-361.6pp |
| Employer contribution / active EE | $4,056 | $5,808-30.2% | $4,849-16.4% | $4,754-14.7% |
| Participant deferral / active EE | $10,091 | $7,200+40.2% | $6,280+60.7% | $6,712+50.3% |
| Admin fee / account holder | $4,813 | $15,120-68.2% | $10,008-51.9% | $11,409-57.8% |