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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 | $112,917 | $192,737-41.4% | $142,460-20.7% | $139,427-19.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 12.51% | 17.99%-5.5pp | 19.99%-7.5pp | 373.27%-360.8pp |
| Employer contribution / active EE | $4,532 | $5,806-21.9% | $4,847-6.5% | $4,752-4.6% |
| Participant deferral / active EE | $7,847 | $7,208+8.9% | $6,283+24.9% | $6,711+16.9% |
| Admin fee / account holder | $11,139 | $15,125-26.4% | $10,011+11.3% | $11,404-2.3% |