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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 | $106,604 | $201,344-47.1% | $184,243-42.1% | $145,877-26.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.65% | 29.01%-17.4pp | 28.82%-17.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $8,351 | $7,022+18.9% | $6,427+29.9% | $4,663+79.1% |
| Participant deferral / active EE | $7,411 | $9,807-24.4% | $9,132-18.8% | $6,691+10.8% |
| Admin fee / account holder | $5,338 | $16,382-67.4% | $13,914-61.6% | $13,402-60.2% |