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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 | $127,927 | $176,786-27.6% | $146,643-12.8% | $167,536-23.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.11% | 24.04%+6.1pp | 22.75%+7.4pp | 478.82%-448.7pp |
| Employer contribution / active EE | $5,562 | $5,161+7.8% | $4,137+34.5% | $4,839+14.9% |
| Participant deferral / active EE | $3,493 | $6,440-45.8% | $5,506-36.6% | $6,342-44.9% |
| Admin fee / account holder | $83,190 | $13,262+527.3% | $10,280+709.2% | $12,315+575.5% |