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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 | $115,227 | $166,089-30.6% | $164,928-30.1% | $145,978-21.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.12% | 100.26%-91.1pp | 70.08%-61.0pp | 550.52%-541.4pp |
| Employer contribution / active EE | $2,762 | $5,276-47.6% | $4,343-36.4% | $4,662-40.7% |
| Participant deferral / active EE | $8,154 | $6,961+17.1% | $6,034+35.1% | $6,690+21.9% |
| Admin fee / account holder | $4,951 | $16,641-70.2% | $12,684-61.0% | $13,400-63.0% |