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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 | $130,680 | $201,344-35.1% | $184,243-29.1% | $145,877-10.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.92% | 29.01%-18.1pp | 28.82%-17.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $3,601 | $7,022-48.7% | $6,427-44.0% | $4,663-22.8% |
| Participant deferral / active EE | $6,856 | $9,807-30.1% | $9,132-24.9% | $6,691+2.5% |
| Admin fee / account holder | $19,533 | $16,382+19.2% | $13,914+40.4% | $13,402+45.7% |