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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 | $120,426 | $201,370-40.2% | $184,256-34.6% | $145,897-17.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.45% | 29.05%-17.6pp | 28.85%-17.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $8,142 | $7,024+15.9% | $6,427+26.7% | $4,663+74.6% |
| Participant deferral / active EE | $8,771 | $9,808-10.6% | $9,133-4.0% | $6,689+31.1% |
| Admin fee / account holder | $15,114 | $16,364-7.6% | $13,899+8.7% | $13,390+12.9% |