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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 | $101,496 | $140,592-27.8% | $123,105-17.6% | $125,389-19.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.11% | 16.80%-16.9pp | 13.22%-13.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $12,410 | $6,041+105.4% | $5,151+140.9% | $4,866+155.0% |
| Participant deferral / active EE | $7,380 | $6,980+5.7% | $6,229+18.5% | $5,352+37.9% |
| Admin fee / account holder | $27,224 | $11,198+143.1% | $9,014+202.0% | $9,541+185.3% |