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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 | $87,858 | $97,751-10.1% | $103,447-15.1% | $145,877-39.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.90% | 25.43%-15.5pp | 23.92%-14.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $8,801 | $4,684+87.9% | $4,678+88.1% | $4,663+88.7% |
| Participant deferral / active EE | $6,592 | $6,603-0.2% | $6,624-0.5% | $6,691-1.5% |
| Admin fee / account holder | $7,678 | $12,515-38.7% | $9,415-18.4% | $13,402-42.7% |