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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 | $101,668 | $201,370-49.5% | $184,256-44.8% | $145,897-30.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.67% | 29.05%-18.4pp | 28.85%-18.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,983 | $7,024-71.8% | $6,427-69.2% | $4,663-57.5% |
| Participant deferral / active EE | $3,874 | $9,808-60.5% | $9,133-57.6% | $6,689-42.1% |
| Admin fee / account holder | $1,027 | $16,364-93.7% | $13,899-92.6% | $13,390-92.3% |