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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 | $166,026 | $275,752-39.8% | $256,809-35.4% | $198,609-16.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.23% | 34.81%-23.6pp | 32.73%-21.5pp | 202.70%-191.5pp |
| Employer contribution / active EE | $1,961 | $7,721-74.6% | $7,263-73.0% | $5,055-61.2% |
| Participant deferral / active EE | $11,864 | $10,037+18.2% | $9,520+24.6% | $6,977+70.0% |
| Admin fee / account holder | $91,724 | $25,716+256.7% | $25,146+264.8% | $19,030+382.0% |